+149.1%
ARMK vs WU
-51.1%
+200.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +2.1% |
| 7D | +1.7% | -0.8% | +2.5% | +1.9% |
| 30D | +3.1% | -1.1% | +4.2% | +3.3% |
| 3M | +9.2% | -1.8% | +11.0% | +8.2% |
| 6M | +43.7% | -23.9% | +67.6% | +53.4% |
| YTD | +57.4% | -20.4% | +77.8% | +65.2% |
| 1Y | +51.9% | -10.6% | +62.4% | +52.0% |
| 3Y | +125.4% | -27.7% | +153.1% | +138.2% |
| 5Y | +149.1% | -51.1% | +200.2% | +205.8% |
| All | +149.1% | -51.1% | +200.2% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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