+332.5%
HBM vs ARWR
+29.9%
+302.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -3.3% | -4.0% | +0.7% | -2.5% |
| 30D | -4.8% | -5.0% | +0.2% | -3.8% |
| 3M | -0.4% | +11.3% | -11.8% | -3.1% |
| 6M | +17.9% | +42.6% | -24.7% | +8.9% |
| YTD | +33.7% | +24.8% | +8.9% | +26.2% |
| 1Y | +95.6% | +178.8% | -83.2% | +55.4% |
| 3Y | +458.1% | +183.3% | +274.8% | +302.8% |
| All | +332.5% | +29.9% | +302.5% | +232.8% |
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