+136.6%
WCC vs ARWR
+79.9%
+56.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -15.3% | +23.5% | +11.3% |
| 7D | -5.7% | -17.3% | +11.7% | -2.4% |
| 30D | -13.5% | -21.5% | +8.1% | -9.4% |
| 3M | -12.9% | -43.8% | +31.0% | -2.3% |
| 6M | -10.7% | -32.3% | +21.6% | -4.7% |
| YTD | +30.0% | -25.8% | +55.8% | +35.0% |
| 1Y | +24.7% | +25.5% | -0.8% | +13.4% |
| 3Y | +136.6% | +84.1% | +52.4% | +81.3% |
| All | +136.6% | +79.9% | +56.7% | +81.3% |
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