+15.6%
HSY vs ARMK
+96.3%
-80.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.5% | -4.1% | 0.0% |
| 7D | +7.5% | -2.6% | +10.2% | +7.7% |
| 30D | +11.1% | -5.2% | +16.3% | +11.5% |
| 3M | -1.9% | -6.5% | +4.6% | -1.5% |
| 6M | -3.0% | +15.3% | -18.2% | -5.0% |
| YTD | 0.0% | +43.6% | -43.6% | -4.4% |
| 1Y | +9.4% | +42.1% | -32.6% | +4.6% |
| 3Y | +3.8% | +94.0% | -90.2% | -4.9% |
| All | +15.6% | +96.3% | -80.7% | +5.6% |
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