+8.5%
HD vs ARMK
+106.1%
-97.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -1.2% | +2.8% | -4.0% | -2.0% |
| 30D | +20.9% | -1.8% | +22.7% | +21.1% |
| 3M | -0.2% | -10.9% | +10.7% | +3.1% |
| 6M | +14.5% | +21.2% | -6.7% | +6.3% |
| YTD | +4.3% | +47.0% | -42.7% | -9.4% |
| 1Y | -3.5% | +42.9% | -46.3% | -15.4% |
| 3Y | +30.1% | +95.0% | -64.9% | -0.4% |
| 5Y | +8.5% | +106.2% | -97.8% | -20.8% |
| All | +8.5% | +106.1% | -97.6% | -20.8% |
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