+1,713.7%
WCC vs ARWR
+121.4%
+1,592.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.0% | +3.9% |
| 7D | +4.5% | +1.7% | +2.8% | +4.4% |
| 30D | -5.8% | -0.7% | -5.1% | -5.8% |
| 3M | -3.7% | +14.9% | -18.5% | -3.9% |
| 6M | +23.1% | +32.6% | -9.6% | +22.4% |
| YTD | +44.2% | +30.0% | +14.1% | +43.3% |
| 1Y | +62.1% | +208.4% | -146.3% | +58.6% |
| 3Y | +121.1% | +208.8% | -87.7% | +115.3% |
| 5Y | +214.0% | +27.8% | +186.1% | +208.7% |
| 10Y | +472.8% | +1,107.6% | -634.8% | +439.1% |
| All | +1,713.7% | +121.4% | +1,592.4% | +1,257.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling