+324.5%
WST vs ARWR
+1,075.6%
-751.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.5% |
| 7D | -0.3% | +2.9% | -3.1% | -0.5% |
| 30D | -4.6% | -2.9% | -1.7% | -4.4% |
| 3M | +5.7% | +15.2% | -9.5% | +3.9% |
| 6M | +37.6% | +42.3% | -4.7% | +32.0% |
| YTD | +23.0% | +28.2% | -5.2% | +19.0% |
| 1Y | +33.8% | +213.2% | -179.4% | +17.3% |
| 3Y | -13.4% | +184.6% | -198.0% | -26.6% |
| 5Y | -27.0% | +29.2% | -56.2% | -35.6% |
| 10Y | +324.5% | +1,012.5% | -688.0% | +222.5% |
| All | +324.5% | +1,075.6% | -751.0% | +222.5% |
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 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