+202.0%
WMB vs ARMK
+106.6%
+95.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +8.1% | +7.1% | +1.0% | +6.2% |
| 30D | -6.9% | -1.6% | -5.2% | -6.5% |
| 3M | -5.1% | -10.5% | +5.4% | -2.7% |
| 6M | -5.7% | +11.8% | -17.5% | -8.5% |
| YTD | +18.1% | +47.3% | -29.2% | +6.4% |
| 1Y | +18.4% | +41.5% | -23.1% | +7.8% |
| 3Y | +122.7% | +95.3% | +27.4% | +82.1% |
| 5Y | +202.0% | +108.1% | +93.9% | +137.8% |
| All | +202.0% | +106.6% | +95.5% | +137.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling