+279.3%
WY vs ARWR
-98.3%
+377.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -5.1% | -19.9% | +14.9% | -4.9% |
| 30D | +9.0% | -18.7% | +27.8% | +9.1% |
| 3M | -16.7% | -44.7% | +28.0% | -16.4% |
| 6M | -10.3% | -36.5% | +26.3% | -10.1% |
| YTD | -10.5% | -25.7% | +15.1% | -10.4% |
| 1Y | -5.9% | +18.9% | -24.8% | -6.1% |
| 3Y | -24.7% | +83.1% | -107.8% | -25.2% |
| 5Y | -31.5% | -34.9% | +3.3% | -31.7% |
| 10Y | +4.7% | +1,080.9% | -1,076.1% | +3.2% |
| All | +279.3% | -98.3% | +377.6% | +288.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling