+42.1%
WELL vs ARMK
+50.1%
-7.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -1.0% | +0.4% |
| 7D | -1.3% | +1.7% | -3.0% | -1.4% |
| 30D | +0.5% | +3.1% | -2.6% | +0.4% |
| 3M | +19.1% | +9.2% | +9.8% | +18.3% |
| 6M | +17.0% | +43.7% | -26.7% | +13.1% |
| YTD | +29.2% | +57.4% | -28.2% | +25.4% |
| 1Y | +42.1% | +51.9% | -9.7% | +37.8% |
| All | +42.1% | +50.1% | -7.9% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling