+498.2%
HCA vs ARWR
+1,081.9%
-583.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +5.4% | -4.0% | +9.5% | +5.8% |
| 30D | +3.0% | -5.0% | +8.0% | +3.4% |
| 3M | +13.0% | +11.3% | +1.7% | +11.4% |
| 6M | -20.3% | +42.6% | -62.9% | -23.7% |
| YTD | -8.2% | +24.8% | -33.0% | -11.2% |
| 1Y | +6.7% | +178.8% | -172.1% | -5.8% |
| 3Y | +60.4% | +183.3% | -123.0% | +34.6% |
| 5Y | +73.4% | +29.5% | +44.0% | +52.8% |
| All | +498.2% | +1,081.9% | -583.7% | +337.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling