+415.6%
INTU vs ARMK
+317.2%
+98.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.5% | -8.2% | -5.0% |
| 7D | +0.1% | -2.6% | +2.8% | +0.7% |
| 30D | +15.4% | -5.2% | +20.6% | +16.7% |
| 3M | +6.6% | -6.5% | +13.1% | +7.9% |
| 6M | -11.3% | +15.3% | -26.6% | -15.8% |
| YTD | -47.7% | +43.6% | -91.3% | -53.8% |
| 1Y | -47.0% | +42.1% | -89.1% | -53.0% |
| 3Y | -29.9% | +94.0% | -123.9% | -44.0% |
| 5Y | -42.2% | +96.3% | -138.5% | -54.3% |
| 10Y | +251.7% | +126.7% | +125.0% | +167.8% |
| All | +415.6% | +317.2% | +98.4% | +257.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling