+9.6%
WY vs ARWR
+978.7%
-969.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.1% |
| 7D | -1.7% | -3.2% | +1.5% | -1.3% |
| 30D | -9.9% | -6.5% | -3.4% | -9.2% |
| 3M | -7.5% | +12.7% | -20.2% | -9.3% |
| 6M | -5.1% | +36.2% | -41.3% | -9.4% |
| YTD | -2.1% | +24.5% | -26.6% | -5.8% |
| 1Y | -7.3% | +198.0% | -205.3% | -20.5% |
| 3Y | -22.6% | +176.4% | -199.0% | -36.4% |
| 5Y | -19.8% | +26.6% | -46.4% | -30.5% |
| 10Y | +9.6% | +1,054.1% | -1,044.5% | -22.5% |
| All | +9.6% | +978.7% | -969.2% | -22.5% |
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