+128.1%
HSY vs ARWR
+978.7%
-850.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.5% |
| 7D | -3.0% | -3.2% | +0.3% | -2.9% |
| 30D | -5.0% | -6.5% | +1.4% | -4.9% |
| 3M | -1.3% | +12.7% | -14.0% | -1.8% |
| 6M | -21.5% | +36.2% | -57.7% | -22.4% |
| YTD | -3.3% | +24.5% | -27.7% | -4.2% |
| 1Y | -5.5% | +198.0% | -203.5% | -9.3% |
| 3Y | -9.9% | +176.4% | -186.3% | -14.7% |
| 5Y | +11.3% | +26.6% | -15.2% | +7.0% |
| 10Y | +128.1% | +1,054.1% | -926.0% | +96.8% |
| All | +128.1% | +978.7% | -850.7% | +96.8% |
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