+130.6%
ARMK vs WCN
+322.1%
-191.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.7% | +2.6% | +0.1% | +1.3% |
| 30D | -1.5% | +23.9% | -25.4% | -12.9% |
| 3M | -11.6% | +17.4% | -29.0% | -19.5% |
| 6M | +6.7% | +28.0% | -21.3% | -7.9% |
| YTD | +47.4% | +11.6% | +35.9% | +36.9% |
| 1Y | +41.5% | +16.9% | +24.6% | +27.8% |
| 3Y | +95.5% | +51.6% | +43.9% | +48.9% |
| 5Y | +108.4% | +48.0% | +60.4% | +58.2% |
| All | +130.6% | +322.1% | -191.5% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling