+289.8%
DOV vs ARMK
+136.6%
+153.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.5% |
| 7D | +2.5% | +1.7% | +0.8% | +1.9% |
| 30D | -7.5% | +3.1% | -10.6% | -8.7% |
| 3M | -9.7% | +9.2% | -18.9% | -12.6% |
| 6M | -6.1% | +43.7% | -49.8% | -17.7% |
| YTD | +0.5% | +57.4% | -56.9% | -14.8% |
| 1Y | +10.5% | +51.9% | -41.3% | -5.3% |
| 3Y | +41.7% | +125.4% | -83.7% | +4.5% |
| 5Y | +18.4% | +149.1% | -130.6% | -16.8% |
| 10Y | +289.8% | +135.4% | +154.3% | +194.1% |
| All | +289.8% | +136.6% | +153.1% | +194.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling