+528.7%
WDC vs ARWR
-28.9%
+557.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.7% | -1.7% |
| 7D | -28.0% | -2.9% | -25.0% | -27.3% |
| 30D | -34.9% | -5.4% | -29.5% | -33.9% |
| 3M | -41.6% | -32.2% | -9.3% | -36.3% |
| 6M | -45.4% | -26.5% | -18.9% | -41.8% |
| YTD | +53.3% | -12.4% | +65.7% | +57.2% |
| 1Y | +61.5% | +46.9% | +14.7% | +47.6% |
| 3Y | +712.3% | +116.0% | +596.4% | +525.5% |
| All | +528.7% | -28.9% | +557.6% | +437.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling