+437.9%
WWD vs ARWR
+1,024.2%
-586.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.8% |
| 7D | +4.0% | -17.8% | +21.8% | +6.1% |
| 30D | +0.4% | -18.1% | +18.5% | +2.5% |
| 3M | -7.9% | -44.2% | +36.3% | -1.8% |
| 6M | -10.6% | -38.6% | +28.0% | -6.2% |
| YTD | +9.4% | -28.0% | +37.4% | +12.2% |
| 1Y | +25.7% | +16.1% | +9.6% | +21.1% |
| 3Y | +148.5% | +84.0% | +64.6% | +114.6% |
| 5Y | +189.5% | -35.4% | +224.9% | +171.8% |
| All | +437.9% | +1,024.2% | -586.4% | +295.6% |
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