+132.6%
ARMK vs WCN
+300.6%
-168.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -0.7% | +2.6% | -3.3% | -2.1% |
| 30D | -1.3% | +25.3% | -26.6% | -13.3% |
| 3M | -2.5% | +15.2% | -17.7% | -10.4% |
| 6M | +20.8% | +26.4% | -5.6% | +4.9% |
| YTD | +48.2% | +9.9% | +38.3% | +38.6% |
| 1Y | +45.7% | +16.2% | +29.6% | +31.9% |
| 3Y | +96.6% | +49.4% | +47.1% | +50.8% |
| 5Y | +106.6% | +46.2% | +60.4% | +57.8% |
| 10Y | +132.6% | +305.7% | -173.1% | +12.1% |
| All | +132.6% | +300.6% | -168.0% | +12.1% |
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