+992.2%
WDC vs ARWR
+29.5%
+962.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.4% |
| 7D | +6.0% | +2.9% | +3.1% | +5.3% |
| 30D | +9.9% | -2.9% | +12.8% | +10.5% |
| 3M | -9.4% | +15.2% | -24.7% | -12.6% |
| 6M | +94.7% | +42.3% | +52.4% | +79.1% |
| YTD | +177.3% | +28.2% | +149.1% | +161.2% |
| 1Y | +412.4% | +213.2% | +199.2% | +296.8% |
| 3Y | +1,359.3% | +184.6% | +1,174.7% | +948.7% |
| 5Y | +992.2% | +29.2% | +963.0% | +741.8% |
| All | +992.2% | +29.5% | +962.7% | +741.8% |
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 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