+260.0%
WPM vs ARMK
+148.1%
+111.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.2% |
| 7D | +7.0% | +1.7% | +5.3% | +6.6% |
| 30D | +15.7% | +3.1% | +12.6% | +14.8% |
| 3M | +35.2% | +9.2% | +26.0% | +32.3% |
| 6M | +6.1% | +43.7% | -37.6% | -2.6% |
| YTD | +32.6% | +57.4% | -24.8% | +19.5% |
| 1Y | +46.9% | +51.9% | -5.0% | +33.1% |
| 3Y | +276.3% | +125.4% | +150.9% | +208.5% |
| 5Y | +260.0% | +149.1% | +110.9% | +192.6% |
| All | +260.0% | +148.1% | +111.9% | +192.6% |
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