+280.5%
WAB vs ARWR
+1,055.7%
-775.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.8% |
| 7D | +4.0% | -17.7% | +21.7% | +6.0% |
| 30D | +6.3% | -21.9% | +28.2% | +8.9% |
| 3M | +3.3% | -44.5% | +47.8% | +9.6% |
| 6M | +14.5% | -32.6% | +47.1% | +18.6% |
| YTD | +42.7% | -26.2% | +68.9% | +45.9% |
| 1Y | +45.2% | +23.0% | +22.2% | +39.9% |
| 3Y | +173.8% | +81.8% | +92.0% | +141.3% |
| 5Y | +223.8% | -36.0% | +259.8% | +205.7% |
| 10Y | +280.5% | +1,039.5% | -759.0% | +187.7% |
| All | +280.5% | +1,055.7% | -775.2% | +187.7% |
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