+284.8%
WAB vs AR
+45.1%
+239.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | +1.7% | -1.8% | +3.5% | +2.0% |
| 30D | -2.4% | +12.6% | -15.0% | -4.5% |
| 3M | +9.7% | +10.0% | -0.3% | +7.6% |
| 6M | +16.5% | +0.6% | +15.9% | +15.5% |
| YTD | +33.7% | +13.4% | +20.3% | +29.3% |
| 1Y | +49.7% | +21.7% | +28.0% | +42.2% |
| 3Y | +170.9% | +45.8% | +125.1% | +144.0% |
| 5Y | +228.0% | +144.3% | +83.8% | +158.6% |
| 10Y | +284.8% | +41.8% | +243.0% | +193.0% |
| All | +284.8% | +45.1% | +239.7% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling