+35.8%
ARM vs WEC
+8.6%
+27.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.5% |
| 7D | +9.1% | +1.5% | +7.6% | +10.6% |
| 30D | -19.9% | +10.2% | -30.1% | -11.4% |
| 3M | -31.6% | +7.6% | -39.2% | -26.5% |
| 6M | -13.9% | +6.6% | -20.5% | -8.3% |
| YTD | +74.3% | +14.4% | +59.9% | +93.7% |
| 1Y | +35.8% | +8.8% | +26.9% | +48.0% |
| All | +35.8% | +8.6% | +27.2% | +48.0% |
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