+25.9%
HD vs ARMK
+91.9%
-66.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.5% | -6.3% | -2.8% |
| 7D | +4.3% | -2.6% | +7.0% | +4.8% |
| 30D | +20.2% | -5.2% | +25.4% | +21.3% |
| 3M | -1.0% | -6.5% | +5.5% | +0.1% |
| 6M | +7.9% | +15.3% | -7.4% | +3.2% |
| YTD | +2.0% | +43.6% | -41.6% | -7.9% |
| 1Y | -4.3% | +42.1% | -46.4% | -13.4% |
| 3Y | +25.9% | +94.0% | -68.1% | +11.0% |
| All | +25.9% | +91.9% | -66.0% | +11.0% |
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