-40.1%
WU vs ARWR
+1,009.4%
-1,049.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.9% |
| 7D | -5.3% | -17.9% | +12.7% | -4.1% |
| 30D | +9.0% | -18.9% | +27.9% | +10.4% |
| 3M | -3.6% | -46.0% | +42.4% | +0.2% |
| 6M | -19.4% | -40.3% | +21.0% | -17.0% |
| YTD | -21.7% | -29.0% | +7.3% | -20.5% |
| 1Y | -16.1% | +13.8% | -30.0% | -17.8% |
| 3Y | -24.1% | +74.9% | -99.0% | -29.9% |
| 5Y | -44.1% | -36.2% | -7.9% | -46.7% |
| All | -40.1% | +1,009.4% | -1,049.5% | -49.6% |
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