+0.6%
HSY vs ARWR
+79.9%
-79.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -15.3% | +12.8% | -2.5% |
| 7D | +1.3% | -17.3% | +18.6% | +1.4% |
| 30D | +6.6% | -21.5% | +28.1% | +6.7% |
| 3M | -4.1% | -43.8% | +39.7% | -3.9% |
| 6M | -5.2% | -32.3% | +27.0% | -5.1% |
| YTD | -2.5% | -25.8% | +23.3% | -2.5% |
| 1Y | +4.7% | +25.5% | -20.8% | +3.8% |
| 3Y | +0.6% | +84.1% | -83.6% | -2.2% |
| All | +0.6% | +79.9% | -79.3% | -2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling