+130.6%
HPE vs ARWR
+195.4%
-64.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.4% | -6.3% |
| 7D | +1.4% | -4.3% | +5.7% | +1.7% |
| 30D | +1.5% | -7.3% | +8.8% | +2.1% |
| 3M | +21.7% | +17.0% | +4.7% | +20.1% |
| 6M | +164.2% | +39.8% | +124.4% | +151.2% |
| YTD | +132.1% | +24.7% | +107.4% | +122.9% |
| 1Y | +130.6% | +186.5% | -55.8% | +91.0% |
| All | +130.6% | +195.4% | -64.7% | +91.0% |
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