+58.1%
MP vs ARMK
+144.6%
-86.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.8% |
| 7D | -2.9% | -2.4% | -0.4% | -1.6% |
| 30D | +13.8% | 0.0% | +13.8% | +13.7% |
| 3M | -16.7% | +6.7% | -23.4% | -19.7% |
| 6M | -11.5% | +38.8% | -50.3% | -26.5% |
| YTD | +7.9% | +55.2% | -47.2% | -16.1% |
| 1Y | -15.0% | +46.6% | -61.6% | -32.2% |
| 3Y | +153.5% | +112.9% | +40.6% | +48.2% |
| All | +58.1% | +144.6% | -86.5% | -18.6% |
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 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