-3.7%
FISV vs ARMK
+41.1%
-44.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.2% | +10.4% | +7.2% |
| 7D | +29.6% | -5.8% | +35.5% | +31.3% |
| 30D | +34.5% | -5.3% | +39.7% | +35.7% |
| 3M | +11.2% | -6.7% | +18.0% | +12.8% |
| 6M | -1.2% | +17.4% | -18.6% | -9.5% |
| YTD | -7.6% | +43.0% | -50.6% | -25.2% |
| 1Y | -3.7% | +40.3% | -44.0% | -21.5% |
| All | -3.7% | +41.1% | -44.8% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling