+412.6%
WDC vs ARWR
+200.0%
+212.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.6% | +2.6% |
| 7D | +6.0% | +2.9% | +3.1% | +5.0% |
| 30D | +9.9% | -2.9% | +12.8% | +10.8% |
| 3M | -9.4% | +15.2% | -24.6% | -13.9% |
| 6M | +94.7% | +42.3% | +52.5% | +73.3% |
| YTD | +177.4% | +28.2% | +149.2% | +154.4% |
| 1Y | +412.6% | +213.2% | +199.3% | +279.2% |
| All | +412.6% | +200.0% | +212.6% | +279.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling