+195.2%
WEC vs ARWR
+1,009.4%
-814.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.1% |
| 7D | -0.7% | -17.9% | +17.2% | -0.3% |
| 30D | +11.0% | -18.9% | +29.9% | +11.4% |
| 3M | +8.6% | -46.0% | +54.6% | +9.9% |
| 6M | +6.2% | -40.3% | +46.5% | +7.1% |
| YTD | +14.3% | -29.0% | +43.3% | +14.8% |
| 1Y | +8.4% | +13.8% | -5.5% | +7.6% |
| 3Y | +62.9% | +74.9% | -12.0% | +58.7% |
| 5Y | +55.8% | -36.2% | +92.1% | +53.2% |
| All | +195.2% | +1,009.4% | -814.2% | +169.2% |
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 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