+534.2%
WCC vs ARWR
+978.7%
-444.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.8% |
| 7D | +6.8% | -3.2% | +10.0% | +7.3% |
| 30D | -3.0% | -6.5% | +3.4% | -2.0% |
| 3M | +0.2% | +12.7% | -12.5% | -2.1% |
| 6M | +33.2% | +36.2% | -3.0% | +26.1% |
| YTD | +45.8% | +24.5% | +21.4% | +39.6% |
| 1Y | +68.4% | +198.0% | -129.6% | +39.8% |
| 3Y | +131.1% | +176.4% | -45.2% | +83.8% |
| 5Y | +225.6% | +26.6% | +199.0% | +175.2% |
| 10Y | +534.2% | +1,054.1% | -519.9% | +352.8% |
| All | +534.2% | +978.7% | -444.6% | +352.8% |
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 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