+1,412.6%
WCC vs ARWR
+49.1%
+1,363.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +2.1% |
| 7D | -14.7% | -2.9% | -11.8% | -14.7% |
| 30D | -20.1% | -5.4% | -14.7% | -20.0% |
| 3M | -21.2% | -32.2% | +11.1% | -20.6% |
| 6M | -19.2% | -26.5% | +7.3% | -18.8% |
| YTD | +20.2% | -12.4% | +32.6% | +20.4% |
| 1Y | +14.5% | +46.9% | -32.4% | +13.5% |
| 3Y | +115.1% | +116.0% | -0.8% | +110.8% |
| 5Y | +121.5% | -28.0% | +149.5% | +119.9% |
| 10Y | +468.1% | +923.9% | -455.8% | +437.1% |
| All | +1,412.6% | +49.1% | +1,363.5% | +1,040.2% |
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