+2,743.3%
WEC vs ARWR
-98.0%
+2,841.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.8% | +7.0% | +0.2% |
| 7D | +3.2% | -5.0% | +8.2% | +3.2% |
| 30D | +14.7% | -6.6% | +21.3% | +14.7% |
| 3M | +10.2% | -33.9% | +44.1% | +10.3% |
| 6M | +4.5% | -23.3% | +27.8% | +4.5% |
| YTD | +15.1% | -13.5% | +28.6% | +15.1% |
| 1Y | +9.4% | +42.5% | -33.1% | +9.3% |
| 3Y | +56.9% | +104.1% | -47.2% | +56.6% |
| 5Y | +54.4% | -28.8% | +83.3% | +54.3% |
| 10Y | +183.5% | +911.6% | -728.1% | +181.9% |
| All | +2,743.3% | -98.0% | +2,841.3% | +2,549.3% |
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