+322.9%
WY vs ARWR
-97.0%
+419.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.7% | +1.7% | -3.4% | -1.7% |
| 30D | -10.1% | -0.7% | -9.4% | -10.1% |
| 3M | -5.1% | +14.9% | -20.0% | -5.2% |
| 6M | -4.8% | +32.6% | -37.4% | -5.0% |
| YTD | -0.2% | +30.0% | -30.3% | -0.4% |
| 1Y | -6.6% | +208.4% | -215.0% | -7.3% |
| 3Y | -22.7% | +208.8% | -231.5% | -23.5% |
| 5Y | -22.2% | +27.8% | -50.0% | -22.7% |
| 10Y | +7.3% | +1,107.6% | -1,100.3% | +5.5% |
| All | +322.9% | -97.0% | +419.9% | +332.3% |
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 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