+153.2%
GEN vs ARMK
+134.7%
+18.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +2.1% | +2.4% | -0.3% | +1.4% |
| 3M | +19.7% | +6.1% | +13.7% | +18.0% |
| 6M | +33.3% | +41.8% | -8.5% | +23.4% |
| YTD | +11.1% | +55.5% | -44.4% | +0.9% |
| 1Y | +3.0% | +49.6% | -46.6% | -5.7% |
| 3Y | +57.9% | +122.8% | -64.9% | +33.8% |
| 5Y | +20.6% | +151.0% | -130.4% | -0.5% |
| 10Y | +153.2% | +138.0% | +15.3% | +111.5% |
| All | +153.2% | +134.7% | +18.5% | +111.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling