+141.1%
WEC vs ARWR
+1,075.6%
-934.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.1% |
| 7D | +0.8% | +2.9% | -2.1% | +0.7% |
| 30D | +0.3% | -2.9% | +3.2% | +0.4% |
| 3M | -2.9% | +15.2% | -18.2% | -3.3% |
| 6M | -5.9% | +42.3% | -48.2% | -6.8% |
| YTD | +4.1% | +28.2% | -24.0% | +3.3% |
| 1Y | +3.1% | +213.2% | -210.1% | 0.0% |
| 3Y | +40.8% | +184.6% | -143.9% | +35.3% |
| 5Y | +31.7% | +29.2% | +2.5% | +27.4% |
| 10Y | +141.1% | +1,012.5% | -871.5% | +120.5% |
| All | +141.1% | +1,075.6% | -934.5% | +120.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling