+120.7%
WMB vs ARWR
+85.8%
+35.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +2.1% |
| 7D | +1.6% | -19.9% | +21.5% | +2.4% |
| 30D | -7.1% | -18.7% | +11.6% | -6.4% |
| 3M | -4.0% | -44.7% | +40.7% | -1.6% |
| 6M | -5.7% | -36.5% | +30.8% | -4.2% |
| YTD | +17.2% | -25.7% | +42.8% | +17.7% |
| 1Y | +17.2% | +18.9% | -1.7% | +13.9% |
| All | +120.7% | +85.8% | +35.0% | +100.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling