+400.0%
INTU vs ARMK
+350.8%
+49.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.1% |
| 7D | -7.1% | -2.4% | -4.7% | -6.5% |
| 30D | +1.5% | 0.0% | +1.4% | +1.2% |
| 3M | +10.7% | +6.7% | +4.0% | +8.3% |
| 6M | -23.8% | +38.8% | -62.7% | -31.4% |
| YTD | -49.3% | +55.2% | -104.5% | -55.9% |
| 1Y | -49.7% | +46.6% | -96.3% | -55.5% |
| 3Y | -38.0% | +112.9% | -150.9% | -51.6% |
| 5Y | -38.7% | +144.0% | -182.7% | -54.0% |
| 10Y | +221.3% | +132.4% | +88.9% | +144.9% |
| All | +400.0% | +350.8% | +49.2% | +240.7% |
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