+633.1%
DELL vs ARMK
+106.1%
+527.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.8% | +12.5% | +12.2% |
| 7D | +0.4% | +2.8% | -2.4% | -0.9% |
| 30D | -35.1% | -1.8% | -33.3% | -34.0% |
| 3M | -15.1% | -10.9% | -4.3% | -9.2% |
| 6M | +51.7% | +21.2% | +30.5% | +36.8% |
| YTD | +200.0% | +47.0% | +153.0% | +144.5% |
| 1Y | +172.1% | +42.9% | +129.3% | +125.0% |
| 3Y | +431.2% | +95.0% | +336.2% | +258.0% |
| 5Y | +633.1% | +106.2% | +526.9% | +345.8% |
| All | +633.1% | +106.1% | +527.0% | +345.8% |
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