+96.6%
HBM vs ARWR
+188.4%
-91.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.2% | -7.7% | -7.6% |
| 7D | -3.7% | -4.3% | +0.6% | -2.7% |
| 30D | -3.7% | -7.3% | +3.6% | -1.8% |
| 3M | +8.0% | +17.0% | -9.0% | +3.2% |
| 6M | +15.8% | +39.8% | -24.0% | +5.5% |
| YTD | +34.4% | +24.7% | +9.7% | +24.6% |
| All | +96.6% | +188.4% | -91.8% | +52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling