+276.2%
HL vs ARWR
+1,078.7%
-802.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +2.3% |
| 7D | +0.4% | -3.2% | +3.6% | +0.8% |
| 30D | +18.8% | -6.5% | +25.3% | +20.0% |
| 3M | +43.7% | +12.7% | +31.0% | +41.1% |
| 6M | -1.0% | +36.2% | -37.2% | -5.4% |
| YTD | +8.7% | +24.5% | -15.7% | +5.0% |
| 1Y | +105.0% | +198.0% | -93.0% | +75.6% |
| 3Y | +427.3% | +176.4% | +250.9% | +331.9% |
| 5Y | +249.3% | +26.6% | +222.7% | +202.1% |
| All | +276.2% | +1,078.7% | -802.5% | +172.5% |
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