-43.5%
INTU vs ARMK
+106.6%
-150.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -4.1% | +7.1% | -11.3% | -7.0% |
| 30D | +12.8% | -1.6% | +14.5% | +12.8% |
| 3M | +2.1% | -10.5% | +12.6% | +6.2% |
| 6M | -11.5% | +11.8% | -23.2% | -17.2% |
| YTD | -47.9% | +47.3% | -95.2% | -58.1% |
| 1Y | -47.7% | +41.5% | -89.1% | -57.0% |
| 3Y | -34.0% | +95.3% | -129.3% | -56.7% |
| 5Y | -43.5% | +108.1% | -151.7% | -67.3% |
| All | -43.5% | +106.6% | -150.1% | -67.3% |
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