+167.4%
WAB vs ARWR
+79.8%
+87.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -1.0% |
| 7D | +5.1% | -17.8% | +22.9% | +7.3% |
| 30D | +4.0% | -18.1% | +22.1% | +6.3% |
| 3M | +0.1% | -44.2% | +44.3% | +7.0% |
| 6M | +12.8% | -38.6% | +51.4% | +18.8% |
| YTD | +40.1% | -28.0% | +68.1% | +44.2% |
| 1Y | +46.4% | +16.1% | +30.2% | +42.2% |
| 3Y | +167.4% | +84.0% | +83.4% | +130.9% |
| All | +167.4% | +79.8% | +87.5% | +130.9% |
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