+114.4%
HPE vs ARWR
+17.3%
+97.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.1% | -3.8% |
| 7D | +7.9% | -17.8% | +25.7% | +9.3% |
| 30D | -23.5% | -18.1% | -5.3% | -22.3% |
| 3M | -19.1% | -44.2% | +25.1% | -15.7% |
| 6M | +51.4% | -38.6% | +90.0% | +56.1% |
| YTD | +103.4% | -28.0% | +131.5% | +102.7% |
| 1Y | +114.4% | +16.1% | +98.3% | +102.5% |
| All | +114.4% | +17.3% | +97.1% | +102.5% |
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 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