+108.1%
ARMK vs WCN
+46.3%
+61.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | +0.9% | +1.2% | -0.3% | +0.4% |
| 30D | -0.4% | +24.6% | -24.9% | -9.3% |
| 3M | -2.0% | +14.2% | -16.2% | -7.4% |
| 6M | +22.0% | +25.7% | -3.7% | +9.9% |
| YTD | +49.6% | +9.3% | +40.3% | +43.3% |
| 1Y | +46.4% | +15.3% | +31.0% | +36.7% |
| 3Y | +103.2% | +48.6% | +54.6% | +67.4% |
| 5Y | +108.1% | +46.9% | +61.2% | +67.0% |
| All | +108.1% | +46.3% | +61.8% | +67.0% |
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