+1,245.5%
WDC vs ARWR
+1,075.6%
+169.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.6% | +2.4% |
| 7D | +6.0% | +2.9% | +3.1% | +5.5% |
| 30D | +9.9% | -2.9% | +12.8% | +10.4% |
| 3M | -9.4% | +15.2% | -24.6% | -11.7% |
| 6M | +94.7% | +42.3% | +52.5% | +83.0% |
| YTD | +177.4% | +28.2% | +149.2% | +165.5% |
| 1Y | +412.6% | +213.2% | +199.3% | +321.9% |
| 3Y | +1,359.8% | +184.6% | +1,175.1% | +1,045.0% |
| 5Y | +992.6% | +29.2% | +963.3% | +818.5% |
| 10Y | +1,245.5% | +1,012.5% | +233.0% | +834.8% |
| All | +1,245.5% | +1,075.6% | +169.9% | +834.8% |
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 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