+417.4%
HL vs ARWR
+181.4%
+236.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | -0.8% |
| 7D | +7.1% | +2.9% | +4.2% | +6.5% |
| 30D | +21.4% | -2.9% | +24.3% | +22.2% |
| 3M | +37.4% | +15.2% | +22.2% | +33.7% |
| 6M | +0.4% | +42.3% | -41.9% | -5.9% |
| YTD | +6.7% | +28.2% | -21.5% | +1.5% |
| 1Y | +102.4% | +213.2% | -110.9% | +67.4% |
| 3Y | +417.4% | +184.6% | +232.8% | +295.6% |
| All | +417.4% | +181.4% | +236.1% | +295.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling