+146.3%
WWD vs ARWR
+105.6%
+40.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +3.3% |
| 7D | +4.2% | -2.9% | +7.1% | +4.5% |
| 30D | -2.1% | -5.4% | +3.3% | -1.6% |
| 3M | -13.2% | -32.2% | +19.1% | -9.7% |
| 6M | -16.9% | -26.5% | +9.6% | -14.7% |
| YTD | +5.2% | -12.4% | +17.6% | +5.7% |
| 1Y | +20.6% | +46.9% | -26.3% | +14.8% |
| 3Y | +146.3% | +116.0% | +30.4% | +115.3% |
| All | +146.3% | +105.6% | +40.7% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling