+42.9%
WST vs ARWR
+59.7%
-16.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.1% | +0.3% |
| 7D | +1.3% | +2.4% | -1.1% | +1.1% |
| 30D | +8.5% | -1.1% | +9.6% | +8.5% |
| 3M | +17.2% | -31.2% | +48.4% | +19.4% |
| 6M | +36.3% | -19.3% | +55.6% | +37.1% |
| YTD | +48.9% | -7.1% | +56.1% | +47.1% |
| 1Y | +42.9% | +62.9% | -20.0% | +34.4% |
| All | +42.9% | +59.7% | -16.8% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling