+25.0%
HL vs ARWR
+59.7%
-34.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.6% | +9.6% | +12.0% |
| 7D | +0.2% | +2.4% | -2.2% | -0.5% |
| 30D | -12.1% | -1.1% | -11.0% | -11.8% |
| 3M | -2.8% | -31.2% | +28.3% | +8.6% |
| 6M | -14.9% | -19.3% | +4.4% | -9.8% |
| YTD | -22.0% | -7.1% | -14.9% | -20.9% |
| 1Y | +25.0% | +62.9% | -37.9% | +18.0% |
| All | +25.0% | +59.7% | -34.7% | +18.0% |
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