+1,122.0%
DELL vs ARMK
+148.1%
+973.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.1% |
| 7D | +25.6% | +1.7% | +23.9% | +24.6% |
| 30D | +17.7% | +3.1% | +14.5% | +15.3% |
| 3M | +33.4% | +9.2% | +24.2% | +26.9% |
| 6M | +266.2% | +43.7% | +222.5% | +200.5% |
| YTD | +328.0% | +57.4% | +270.6% | +235.1% |
| 1Y | +339.6% | +51.9% | +287.7% | +249.2% |
| 3Y | +694.6% | +125.4% | +569.2% | +393.3% |
| 5Y | +1,122.0% | +149.1% | +972.9% | +601.5% |
| All | +1,122.0% | +148.1% | +973.9% | +601.5% |
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