+88.5%
WDC vs ARWR
+17.3%
+71.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.4% |
| 7D | +12.1% | -17.8% | +29.9% | +17.9% |
| 30D | -18.8% | -18.1% | -0.7% | -14.0% |
| 3M | -39.3% | -44.2% | +4.9% | -27.6% |
| 6M | -40.1% | -38.6% | -1.5% | -31.4% |
| YTD | +71.8% | -28.0% | +99.8% | +87.1% |
| 1Y | +88.5% | +16.1% | +72.3% | +103.7% |
| All | +88.5% | +17.3% | +71.1% | +103.7% |
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