+185.7%
WEC vs ARWR
+921.6%
-735.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -15.3% | +16.4% | +1.4% |
| 7D | +0.2% | -17.3% | +17.6% | +0.6% |
| 30D | +12.9% | -21.5% | +34.5% | +13.4% |
| 3M | +9.8% | -43.8% | +53.6% | +11.0% |
| 6M | +6.7% | -32.3% | +39.0% | +7.4% |
| YTD | +14.0% | -25.8% | +39.8% | +14.3% |
| 1Y | +7.3% | +25.5% | -18.2% | +6.4% |
| 3Y | +63.8% | +84.1% | -20.4% | +59.4% |
| 5Y | +54.8% | -39.2% | +94.0% | +52.2% |
| 10Y | +185.7% | +1,072.4% | -886.7% | +159.1% |
| All | +185.7% | +921.6% | -735.9% | +159.1% |
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 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