+242.5%
WCN vs ARWR
+1,011.1%
-768.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.0% |
| 7D | -0.4% | +2.9% | -3.3% | -0.6% |
| 30D | -2.1% | -2.9% | +0.8% | -2.0% |
| 3M | +6.4% | +15.2% | -8.9% | +5.5% |
| 6M | -3.7% | +42.3% | -46.0% | -5.6% |
| YTD | -6.4% | +28.2% | -34.6% | -7.9% |
| 1Y | -7.9% | +213.2% | -221.2% | -13.7% |
| 3Y | +20.8% | +184.6% | -163.8% | +11.0% |
| 5Y | +29.0% | +29.2% | -0.3% | +21.0% |
| All | +242.5% | +1,011.1% | -768.6% | +174.5% |
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