+148.4%
WBD vs ARMK
+125.3%
+23.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.2% |
| 7D | -0.7% | +1.7% | -2.4% | -1.6% |
| 30D | +5.0% | +3.1% | +1.9% | +2.9% |
| 3M | +6.2% | +9.2% | -3.0% | +0.6% |
| 6M | +0.6% | +43.7% | -43.1% | -19.7% |
| YTD | -2.4% | +57.4% | -59.8% | -27.3% |
| 1Y | +127.7% | +51.9% | +75.8% | +73.2% |
| 3Y | +148.4% | +125.4% | +23.0% | +41.4% |
| All | +148.4% | +125.3% | +23.1% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 3y: compounded portfolio wealth divided by compounded ARMK 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…
3y analysis · Full analysis span regression · 6 months rolling