+50.6%
WST vs ARWR
+12.4%
+38.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | -0.2% |
| 7D | +4.9% | -17.9% | +22.8% | +5.6% |
| 30D | +10.7% | -18.9% | +29.6% | +11.6% |
| 3M | +16.8% | -46.0% | +62.8% | +20.2% |
| 6M | +32.0% | -40.3% | +72.3% | +34.7% |
| YTD | +49.9% | -29.0% | +78.9% | +49.8% |
| 1Y | +50.6% | +13.8% | +36.8% | +48.0% |
| All | +50.6% | +12.4% | +38.3% | +48.0% |
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