+249.2%
HPE vs ARMK
+125.3%
+123.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.4% | +6.3% | +7.1% |
| 7D | +10.1% | +1.7% | +8.4% | +9.4% |
| 30D | +5.3% | +3.1% | +2.2% | +3.6% |
| 3M | +12.7% | +9.2% | +3.5% | +7.9% |
| 6M | +167.7% | +43.7% | +124.0% | +123.9% |
| YTD | +135.5% | +57.4% | +78.1% | +88.4% |
| 1Y | +143.4% | +51.9% | +91.5% | +98.3% |
| 3Y | +249.2% | +125.4% | +123.8% | +137.1% |
| All | +249.2% | +125.3% | +123.9% | +137.1% |
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