-45.2%
INTU vs ARMK
+41.1%
-86.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.6% | +3.2% |
| 7D | +8.7% | -5.8% | +14.5% | +8.3% |
| 30D | +25.9% | -5.3% | +31.1% | +25.4% |
| 3M | +10.7% | -6.7% | +17.5% | +10.2% |
| 6M | -11.6% | +17.4% | -28.9% | -12.0% |
| YTD | -45.4% | +43.0% | -88.4% | -49.5% |
| 1Y | -45.2% | +40.3% | -85.6% | -48.8% |
| All | -45.2% | +41.1% | -86.3% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling