+35.2%
HBAN vs ARWR
+25.7%
+9.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.4% |
| 7D | -1.5% | -3.2% | +1.7% | -1.1% |
| 30D | -5.5% | -6.5% | +0.9% | -4.7% |
| 3M | -0.2% | +12.7% | -12.9% | -2.3% |
| 6M | +5.2% | +36.2% | -31.0% | -0.1% |
| YTD | -2.3% | +24.5% | -26.8% | -6.3% |
| 1Y | -2.2% | +198.0% | -200.2% | -17.8% |
| 3Y | +73.8% | +176.4% | -102.5% | +37.3% |
| 5Y | +35.2% | +26.6% | +8.7% | +9.0% |
| All | +35.2% | +25.7% | +9.6% | +9.0% |
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