+219.9%
WCC vs ARWR
+28.5%
+191.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.0% | +3.9% |
| 7D | +4.5% | +1.7% | +2.8% | +4.0% |
| 30D | -5.8% | -0.7% | -5.1% | -5.7% |
| 3M | -3.7% | +14.9% | -18.5% | -7.4% |
| 6M | +23.1% | +32.6% | -9.6% | +14.0% |
| YTD | +44.2% | +30.0% | +14.1% | +33.6% |
| 1Y | +62.1% | +208.4% | -146.3% | +20.6% |
| 3Y | +121.1% | +208.8% | -87.7% | +49.4% |
| All | +219.9% | +28.5% | +191.4% | +141.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling