+149.1%
ARMK vs WCN
+30.9%
+118.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.8% |
| 7D | +1.7% | -0.4% | +2.1% | +1.9% |
| 30D | +3.1% | -2.1% | +5.2% | +4.0% |
| 3M | +9.2% | +6.4% | +2.9% | +5.9% |
| 6M | +43.7% | -3.7% | +47.4% | +45.3% |
| YTD | +57.4% | -6.4% | +63.7% | +61.0% |
| 1Y | +51.9% | -7.9% | +59.8% | +56.3% |
| 3Y | +125.4% | +20.8% | +104.6% | +105.1% |
| 5Y | +149.1% | +29.0% | +120.1% | +116.0% |
| All | +149.1% | +30.9% | +118.1% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling