+86.1%
ARM vs WU
-8.3%
+94.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +4.9% | +4.1% |
| 7D | +5.5% | -0.8% | +6.3% | +5.6% |
| 30D | -8.2% | -1.1% | -7.1% | -8.1% |
| 3M | -35.9% | -3.9% | -32.1% | -37.1% |
| 6M | +103.1% | -20.7% | +123.8% | +100.8% |
| YTD | +130.6% | -18.4% | +149.0% | +127.4% |
| 1Y | +86.1% | -8.1% | +94.1% | +76.1% |
| All | +86.1% | -8.3% | +94.3% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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