-6.2%
ARM vs WBS
+2.2%
-8.4%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | WBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | N/A |
| 7D | -10.0% | -1.8% | -8.2% | N/A |
| 30D | -13.5% | +2.0% | -15.4% | N/A |
| All | -6.2% | +2.2% | -8.4% | N/A |
Cumulative growth
Daily Returns
Daily percentage return beside WBS.
Daily Out/Under-Performance
Portfolio return minus WBS return. Positive bars indicate outperformance.
Daily Alpha
Beta-adjusted return needs at least 20 comparable returns and benchmark movement within each trailing regression window.
Cumulative Out/Under-Performance
Relative wealth over 3mo: compounded portfolio wealth divided by compounded WBS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Cumulative alpha will appear once a trailing regression window supports a beta estimate.
Updating return analytics…
3mo analysis · Full analysis span regression · Available span rolling