+9,619.4%
WDC vs ARWR
-98.3%
+9,717.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -15.3% | +25.2% | +10.0% |
| 7D | -14.4% | -17.3% | +2.9% | -14.3% |
| 30D | -27.1% | -21.5% | -5.5% | -26.9% |
| 3M | -33.3% | -43.8% | +10.6% | -32.9% |
| 6M | -39.6% | -32.3% | -7.3% | -39.4% |
| YTD | +68.4% | -25.8% | +94.2% | +68.9% |
| 1Y | +78.2% | +25.5% | +52.6% | +77.7% |
| 3Y | +772.0% | +84.1% | +687.9% | +763.8% |
| 5Y | +584.9% | -39.2% | +624.1% | +583.2% |
| 10Y | +653.4% | +1,072.4% | -418.9% | +632.1% |
| All | +9,619.4% | -98.3% | +9,717.7% | +8,455.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling