+49.5%
EQT vs ARMK
+138.5%
-89.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -1.2% | -0.9% | -0.3% | -1.0% |
| 30D | +1.1% | -5.9% | +7.0% | +2.5% |
| 3M | +4.8% | +6.7% | -1.9% | +3.1% |
| 6M | -10.6% | +42.5% | -53.1% | -18.0% |
| YTD | +3.4% | +55.1% | -51.7% | -7.2% |
| 1Y | +8.7% | +50.3% | -41.7% | -2.0% |
| 3Y | +35.0% | +122.2% | -87.2% | +9.6% |
| 5Y | +204.2% | +155.2% | +49.1% | +139.2% |
| All | +49.5% | +138.5% | -89.0% | +28.3% |
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