+302.1%
WMB vs ARWR
+1,075.6%
-773.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +2.4% |
| 7D | +0.8% | +2.9% | -2.1% | +0.6% |
| 30D | +7.7% | -2.9% | +10.6% | +7.9% |
| 3M | +6.7% | +15.2% | -8.5% | +5.1% |
| 6M | +3.6% | +42.3% | -38.6% | -0.1% |
| YTD | +28.0% | +28.2% | -0.2% | +24.2% |
| 1Y | +37.6% | +213.2% | -175.6% | +22.6% |
| 3Y | +149.0% | +184.6% | -35.6% | +114.7% |
| 5Y | +285.3% | +29.2% | +256.1% | +245.3% |
| 10Y | +302.1% | +1,012.5% | -710.5% | +221.9% |
| All | +302.1% | +1,075.6% | -773.5% | +221.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling