+214.0%
ARM vs WEC
+57.1%
+156.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | +0.2% | -13.3% | -12.9% |
| 7D | -27.1% | +3.2% | -30.3% | -25.2% |
| 30D | -44.9% | +14.7% | -59.6% | -38.7% |
| 3M | -39.3% | +10.2% | -49.5% | -34.4% |
| 6M | -20.2% | +4.5% | -24.6% | -16.2% |
| YTD | +52.5% | +15.1% | +37.4% | +70.7% |
| 1Y | +4.1% | +9.4% | -5.3% | +13.1% |
| All | +214.0% | +57.1% | +156.9% | +379.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling