+9.0%
HCA vs ARWR
+59.7%
-50.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.6% | +6.8% | +10.2% |
| 7D | +10.2% | +2.4% | +7.9% | +10.2% |
| 30D | +17.4% | -1.1% | +18.5% | +17.4% |
| 3M | +27.7% | -31.2% | +58.9% | +28.6% |
| 6M | +20.0% | -19.3% | +39.3% | +20.1% |
| YTD | +10.0% | -7.1% | +17.1% | +9.2% |
| 1Y | +9.0% | +62.9% | -53.9% | +8.0% |
| All | +9.0% | +59.7% | -50.7% | +8.0% |
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 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