+247.2%
WPM vs ARWR
-28.9%
+276.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.8% |
| 7D | +16.9% | -2.9% | +19.8% | +17.3% |
| 30D | +2.0% | -5.4% | +7.4% | +2.5% |
| 3M | +8.9% | -32.2% | +41.2% | +13.0% |
| 6M | +1.6% | -26.5% | +28.1% | +4.3% |
| YTD | +16.5% | -12.4% | +28.9% | +17.5% |
| 1Y | +42.2% | +46.9% | -4.7% | +37.1% |
| 3Y | +213.3% | +116.0% | +97.3% | +184.2% |
| All | +247.2% | -28.9% | +276.1% | +215.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling