+143.8%
FITB vs ARMK
+101.3%
+42.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +1.0% |
| 7D | -1.1% | +0.9% | -2.0% | -1.6% |
| 30D | +7.3% | -0.4% | +7.7% | +7.2% |
| 3M | -4.0% | -2.0% | -2.0% | -3.7% |
| 6M | +11.9% | +22.0% | -10.1% | +2.3% |
| YTD | +19.0% | +49.6% | -30.6% | -0.6% |
| 1Y | +31.0% | +46.4% | -15.3% | +10.4% |
| 3Y | +143.8% | +103.2% | +40.6% | +88.3% |
| All | +143.8% | +101.3% | +42.5% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling