+2,811.7%
HSY vs ARWR
-98.3%
+2,910.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.6% |
| 3Y | +0.6% | +84.1% | -83.6% | +0.1% |
| 5Y | +11.7% | -39.2% | +50.9% | +11.5% |
| 10Y | +120.0% | +1,072.4% | -952.4% | +116.5% |
| All | +2,811.7% | -98.3% | +2,910.1% | +2,531.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling