+25.4%
GEN vs ARMK
+144.6%
-119.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -1.2% | -2.4% | +1.2% | -0.4% |
| 30D | +10.1% | 0.0% | +10.1% | +9.8% |
| 3M | +16.1% | +6.7% | +9.4% | +12.9% |
| 6M | +38.9% | +38.8% | 0.0% | +22.1% |
| YTD | +14.4% | +55.2% | -40.7% | -3.5% |
| 1Y | +5.9% | +46.6% | -40.7% | -9.0% |
| 3Y | +58.8% | +112.9% | -54.1% | +18.6% |
| All | +25.4% | +144.6% | -119.2% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling