+465.9%
WCC vs ARWR
+921.6%
-455.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -15.3% | +23.5% | +10.6% |
| 7D | -5.7% | -17.3% | +11.7% | -3.2% |
| 30D | -13.5% | -21.5% | +8.1% | -10.4% |
| 3M | -12.9% | -43.8% | +31.0% | -5.1% |
| 6M | -10.7% | -32.3% | +21.6% | -6.2% |
| YTD | +30.0% | -25.8% | +55.8% | +34.0% |
| 1Y | +24.7% | +25.5% | -0.8% | +17.2% |
| 3Y | +136.6% | +84.1% | +52.4% | +98.1% |
| 5Y | +143.9% | -39.2% | +183.1% | +127.1% |
| 10Y | +465.9% | +1,072.4% | -606.4% | +331.0% |
| All | +465.9% | +921.6% | -455.6% | +331.0% |
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