+54.0%
HST vs ARWR
+20.0%
+34.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.6% |
| 7D | +0.6% | -17.7% | +18.3% | +1.9% |
| 30D | +14.5% | -21.9% | +36.4% | +16.4% |
| 3M | +15.4% | -44.5% | +59.9% | +20.2% |
| 6M | +22.0% | -32.6% | +54.6% | +24.7% |
| YTD | +54.9% | -26.2% | +81.0% | +55.3% |
| 1Y | +54.0% | +23.0% | +31.0% | +50.4% |
| All | +54.0% | +20.0% | +34.0% | +50.4% |
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 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