+3,313.5%
DELL vs ARMK
+124.8%
+3,188.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.8% | +12.5% | +12.1% |
| 7D | +0.4% | +2.8% | -2.4% | -0.5% |
| 30D | -35.1% | -1.8% | -33.3% | -34.3% |
| 3M | -15.1% | -10.9% | -4.3% | -10.8% |
| 6M | +51.7% | +21.2% | +30.5% | +41.1% |
| YTD | +200.0% | +47.0% | +153.0% | +160.0% |
| 1Y | +172.1% | +42.9% | +129.3% | +138.4% |
| 3Y | +431.2% | +95.0% | +336.2% | +309.5% |
| 5Y | +633.1% | +106.2% | +526.9% | +447.9% |
| 10Y | +2,886.3% | +131.6% | +2,754.7% | +1,940.0% |
| All | +3,313.5% | +124.8% | +3,188.6% | +2,250.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling