+86.1%
ARM vs WST
+37.6%
+48.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +4.2% |
| 7D | +5.5% | +0.7% | +4.7% | +5.2% |
| 30D | -8.2% | -3.1% | -5.0% | -7.2% |
| 3M | -35.9% | +7.2% | -43.1% | -37.6% |
| 6M | +103.1% | +36.8% | +66.3% | +80.0% |
| YTD | +130.6% | +23.8% | +106.8% | +105.8% |
| 1Y | +86.1% | +37.8% | +48.3% | +48.5% |
| All | +86.1% | +37.6% | +48.5% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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