+35.8%
ARM vs WCC
+22.3%
+13.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -3.0% | -3.2% |
| 7D | +9.1% | +9.9% | -0.8% | +0.9% |
| 30D | -19.9% | -8.4% | -11.5% | -13.6% |
| 3M | -31.6% | -10.3% | -21.3% | -24.4% |
| 6M | -13.9% | -10.5% | -3.4% | -4.6% |
| YTD | +74.3% | +32.2% | +42.1% | +54.7% |
| 1Y | +35.8% | +25.5% | +10.3% | +23.3% |
| All | +35.8% | +22.3% | +13.5% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling