+261.2%
HL vs ARWR
+1,080.6%
-819.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.0% |
| 7D | -5.6% | -4.3% | -1.3% | -5.0% |
| 30D | +12.7% | -7.3% | +20.0% | +14.0% |
| 3M | +42.5% | +17.0% | +25.5% | +39.2% |
| 6M | -9.0% | +39.8% | -48.8% | -13.3% |
| YTD | +4.4% | +24.7% | -20.3% | +0.8% |
| 1Y | +82.7% | +186.5% | -103.8% | +57.2% |
| 3Y | +406.3% | +176.8% | +229.5% | +314.6% |
| 5Y | +238.2% | +29.3% | +208.8% | +191.8% |
| All | +261.2% | +1,080.6% | -819.4% | +161.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling