+21.0%
BEN vs ARMK
+96.3%
-75.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.5% | +0.3% | +2.6% |
| 7D | +6.6% | -2.6% | +9.2% | +7.8% |
| 30D | +3.8% | -5.2% | +9.0% | +6.2% |
| 3M | +0.2% | -6.5% | +6.7% | +2.7% |
| 6M | +10.4% | +15.3% | -4.8% | +1.5% |
| YTD | +46.2% | +43.6% | +2.6% | +19.8% |
| 1Y | +52.3% | +42.1% | +10.2% | +25.3% |
| 3Y | +65.9% | +94.0% | -28.1% | +11.5% |
| All | +21.0% | +96.3% | -75.3% | -22.8% |
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