+125.4%
ARMK vs MDY
+51.1%
+74.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.9% |
| 7D | +1.7% | +1.0% | +0.7% | +0.9% |
| 30D | +3.1% | -3.1% | +6.2% | +5.6% |
| 3M | +9.2% | +1.8% | +7.4% | +7.6% |
| 6M | +43.7% | +10.8% | +32.9% | +32.5% |
| YTD | +57.4% | +14.4% | +42.9% | +41.5% |
| 1Y | +51.9% | +15.2% | +36.7% | +35.7% |
| 3Y | +125.4% | +51.2% | +74.2% | +75.9% |
| All | +125.4% | +51.1% | +74.3% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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