+575.2%
HLT vs ARWR
+1,081.9%
-506.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.6% | -4.0% | +2.4% | -1.2% |
| 30D | -5.0% | -5.0% | 0.0% | -4.6% |
| 3M | -10.4% | +11.3% | -21.7% | -11.7% |
| 6M | +3.2% | +42.6% | -39.4% | -0.9% |
| YTD | +6.7% | +24.8% | -18.1% | +3.6% |
| 1Y | +10.3% | +178.8% | -168.5% | -2.0% |
| 3Y | +99.3% | +183.3% | -84.0% | +68.9% |
| 5Y | +143.7% | +29.5% | +114.2% | +115.8% |
| All | +575.2% | +1,081.9% | -506.6% | +425.4% |
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