+4,681.2%
DELL vs ARMK
+137.3%
+4,543.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +14.9% | -2.4% | +17.3% | +15.9% |
| 30D | +13.3% | 0.0% | +13.3% | +12.9% |
| 3M | +24.4% | +6.7% | +17.7% | +21.0% |
| 6M | +258.0% | +38.8% | +219.2% | +214.8% |
| YTD | +320.2% | +55.2% | +265.0% | +254.6% |
| 1Y | +319.1% | +46.6% | +272.4% | +260.3% |
| 3Y | +706.5% | +112.9% | +593.6% | +496.7% |
| 5Y | +1,071.9% | +144.0% | +927.9% | +721.3% |
| 10Y | +4,683.5% | +132.4% | +4,551.1% | +3,162.4% |
| All | +4,681.2% | +137.3% | +4,543.9% | +3,105.1% |
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