+8.4%
WEC vs ARWR
+12.4%
-4.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | 0.0% |
| 7D | -0.7% | -17.9% | +17.2% | -0.6% |
| 30D | +11.0% | -18.9% | +29.9% | +11.1% |
| 3M | +8.6% | -46.0% | +54.6% | +9.3% |
| 6M | +6.2% | -40.3% | +46.5% | +6.8% |
| YTD | +14.3% | -29.0% | +43.3% | +14.6% |
| 1Y | +8.4% | +13.8% | -5.5% | +8.0% |
| All | +8.4% | +12.4% | -4.0% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling