+280.9%
WMB vs ARWR
+1,021.8%
-740.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +2.1% |
| 7D | +1.6% | -19.9% | +21.5% | +3.3% |
| 30D | -7.1% | -18.7% | +11.6% | -5.7% |
| 3M | -4.0% | -44.7% | +40.7% | +0.5% |
| 6M | -5.7% | -36.5% | +30.8% | -2.8% |
| YTD | +17.2% | -25.7% | +42.8% | +18.5% |
| 1Y | +17.2% | +18.9% | -1.7% | +13.0% |
| 3Y | +121.1% | +83.1% | +38.0% | +96.1% |
| 5Y | +197.2% | -34.9% | +232.0% | +181.4% |
| 10Y | +280.9% | +1,080.9% | -799.9% | +210.4% |
| All | +280.9% | +1,021.8% | -740.9% | +210.4% |
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