+127.8%
HSY vs ARWR
+1,055.7%
-927.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +3.8% | -17.7% | +21.5% | +4.4% |
| 30D | +6.9% | -21.9% | +28.8% | +7.6% |
| 3M | -4.1% | -44.5% | +40.5% | -2.5% |
| 6M | -5.0% | -32.6% | +27.6% | -4.1% |
| YTD | -2.3% | -26.2% | +23.9% | -1.8% |
| 1Y | +6.1% | +23.0% | -16.9% | +4.5% |
| 3Y | -0.7% | +81.8% | -82.4% | -5.0% |
| 5Y | +9.9% | -36.0% | +45.9% | +7.9% |
| 10Y | +127.8% | +1,039.5% | -911.7% | +97.7% |
| All | +127.8% | +1,055.7% | -927.9% | +97.7% |
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