+429.3%
DELL vs ARMK
+96.1%
+333.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.8% | +12.5% | +12.2% |
| 7D | +0.4% | +2.8% | -2.4% | -0.8% |
| 30D | -35.1% | -1.8% | -33.3% | -34.1% |
| 3M | -15.1% | -10.9% | -4.3% | -9.9% |
| 6M | +51.7% | +21.2% | +30.5% | +38.7% |
| YTD | +200.0% | +47.0% | +153.0% | +151.1% |
| 1Y | +172.1% | +42.9% | +129.3% | +130.7% |
| All | +429.3% | +96.1% | +333.2% | +290.3% |
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