+451.5%
WST vs ARWR
+1,021.8%
-570.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | +1.1% | -19.9% | +21.0% | +3.1% |
| 30D | +12.4% | -18.7% | +31.1% | +14.4% |
| 3M | +17.6% | -44.7% | +62.3% | +24.0% |
| 6M | +28.3% | -36.5% | +64.8% | +32.9% |
| YTD | +50.5% | -25.7% | +76.1% | +52.8% |
| 1Y | +49.4% | +18.9% | +30.4% | +43.8% |
| 3Y | +21.9% | +83.1% | -61.2% | +7.2% |
| 5Y | +0.4% | -34.9% | +35.2% | -6.2% |
| 10Y | +451.5% | +1,080.9% | -629.4% | +315.2% |
| All | +451.5% | +1,021.8% | -570.3% | +315.2% |
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