+370.3%
HPE vs ARMK
+131.4%
+238.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | +7.9% | +2.7% | +5.2% | +6.7% |
| 30D | -23.5% | -1.5% | -22.0% | -22.8% |
| 3M | -19.1% | -11.6% | -7.5% | -14.4% |
| 6M | +51.4% | +6.7% | +44.7% | +47.2% |
| YTD | +103.4% | +47.4% | +56.0% | +71.4% |
| 1Y | +114.4% | +41.5% | +72.9% | +83.8% |
| 3Y | +224.7% | +95.5% | +129.1% | +138.8% |
| 5Y | +277.8% | +108.4% | +169.4% | +166.1% |
| All | +370.3% | +131.4% | +238.9% | +222.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling