+51.5%
WPM vs ARMK
+47.4%
+4.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | +1.1% | -2.4% | +3.5% | +1.6% |
| 30D | +26.4% | 0.0% | +26.3% | +26.1% |
| 3M | +20.8% | +6.7% | +14.2% | +18.5% |
| 6M | +1.1% | +38.8% | -37.7% | -8.5% |
| YTD | +32.5% | +55.2% | -22.7% | +21.8% |
| 1Y | +51.5% | +46.6% | +4.9% | +36.8% |
| All | +51.5% | +47.4% | +4.1% | +36.8% |
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