+12.9%
HAS vs ARWR
+28.5%
-15.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.8% | +1.7% | -3.5% | -2.0% |
| 30D | +2.3% | -0.7% | +2.9% | +2.3% |
| 3M | +10.4% | +14.9% | -4.5% | +7.9% |
| 6M | -3.2% | +32.6% | -35.9% | -7.7% |
| YTD | +15.4% | +30.0% | -14.6% | +10.1% |
| 1Y | +18.8% | +208.4% | -189.6% | -0.2% |
| 3Y | +43.9% | +208.8% | -164.9% | +12.6% |
| All | +12.9% | +28.5% | -15.6% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling