+148.4%
WBD vs ARWR
+181.4%
-32.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +1.0% | -0.2% |
| 7D | -0.7% | +2.9% | -3.6% | -1.3% |
| 30D | +5.0% | -2.9% | +7.9% | +5.5% |
| 3M | +6.2% | +15.2% | -9.0% | +2.3% |
| 6M | +0.6% | +42.3% | -41.7% | -8.2% |
| YTD | -2.4% | +28.2% | -30.6% | -9.5% |
| 1Y | +127.7% | +213.2% | -85.6% | +67.1% |
| 3Y | +148.4% | +184.6% | -36.2% | +50.1% |
| All | +148.4% | +181.4% | -32.9% | +50.1% |
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