+70.1%
MDT vs ARMK
+131.4%
-61.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.7% | +1.8% |
| 7D | +1.0% | +2.7% | -1.6% | +0.3% |
| 30D | +9.2% | -1.5% | +10.6% | +9.2% |
| 3M | +14.5% | -11.6% | +26.0% | +17.8% |
| 6M | +37.3% | +6.7% | +30.6% | +33.9% |
| YTD | +9.8% | +47.4% | -37.6% | -2.3% |
| 1Y | +10.5% | +41.5% | -30.9% | -0.6% |
| 3Y | +57.4% | +95.5% | -38.1% | +27.2% |
| 5Y | +1.2% | +108.4% | -107.2% | -21.5% |
| All | +70.1% | +131.4% | -61.2% | +23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling