+35.8%
ARM vs WEC
+9.5%
+26.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.6% | -3.7% |
| 7D | +9.1% | +2.3% | +6.8% | +11.6% |
| 30D | -19.9% | +11.1% | -31.0% | -10.6% |
| 3M | -31.6% | +8.4% | -40.1% | -25.9% |
| 6M | -13.9% | +7.5% | -21.4% | -7.5% |
| YTD | +74.3% | +15.3% | +59.0% | +95.4% |
| 1Y | +35.8% | +9.7% | +26.1% | +49.3% |
| All | +35.8% | +9.5% | +26.3% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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