+694.6%
DELL vs ARMK
+125.3%
+569.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.2% |
| 7D | +25.6% | +1.7% | +23.9% | +24.7% |
| 30D | +17.7% | +3.1% | +14.5% | +15.7% |
| 3M | +33.4% | +9.2% | +24.2% | +27.9% |
| 6M | +266.2% | +43.7% | +222.5% | +208.6% |
| YTD | +328.0% | +57.4% | +270.6% | +247.2% |
| 1Y | +339.6% | +51.9% | +287.7% | +261.0% |
| 3Y | +694.6% | +125.4% | +569.2% | +464.4% |
| All | +694.6% | +125.3% | +569.3% | +464.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling