+1,445.2%
HAS vs ARWR
-98.0%
+1,543.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.8% | +5.1% | -1.7% |
| 7D | 0.0% | -5.0% | +5.0% | 0.0% |
| 30D | +31.3% | -6.6% | +37.9% | +31.3% |
| 3M | +32.1% | -33.9% | +66.0% | +32.2% |
| 6M | +28.1% | -23.3% | +51.5% | +28.2% |
| YTD | +49.1% | -13.5% | +62.5% | +49.1% |
| 1Y | +60.5% | +42.5% | +18.0% | +60.4% |
| 3Y | +183.9% | +104.1% | +79.8% | +183.1% |
| 5Y | +51.2% | -28.8% | +80.0% | +50.9% |
| 10Y | +105.3% | +911.6% | -806.4% | +105.0% |
| All | +1,445.2% | -98.0% | +1,543.3% | +1,513.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling