+141.6%
FITB vs ARMK
+96.6%
+44.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +2.8% | +2.7% | +0.1% | +1.8% |
| 30D | +9.8% | -1.5% | +11.3% | +10.1% |
| 3M | -5.2% | -11.6% | +6.4% | -1.0% |
| 6M | +17.3% | +6.7% | +10.6% | +13.5% |
| YTD | +19.3% | +47.4% | -28.1% | +0.1% |
| 1Y | +32.7% | +41.5% | -8.8% | +13.3% |
| 3Y | +141.6% | +95.5% | +46.0% | +86.5% |
| All | +141.6% | +96.6% | +44.9% | +86.5% |
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 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