+46.6%
ARMK vs WSM
+19.9%
+26.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.3% |
| 7D | -2.4% | -3.3% | +0.9% | -1.8% |
| 30D | 0.0% | -8.4% | +8.4% | +1.7% |
| 3M | +6.7% | +9.7% | -3.0% | +4.2% |
| 6M | +38.8% | +16.7% | +22.1% | +33.6% |
| YTD | +55.2% | +28.7% | +26.5% | +46.8% |
| 1Y | +46.6% | +13.7% | +33.0% | +40.6% |
| All | +46.6% | +19.9% | +26.7% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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