+595.0%
MSI vs ARMK
+136.6%
+458.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.4% |
| 7D | -5.8% | +1.7% | -7.4% | -6.2% |
| 30D | -1.0% | +3.1% | -4.1% | -1.9% |
| 3M | +14.2% | +9.2% | +4.9% | +11.4% |
| 6M | +1.0% | +43.7% | -42.6% | -8.1% |
| YTD | +21.5% | +57.4% | -35.9% | +7.6% |
| 1Y | -2.1% | +51.9% | -54.0% | -12.6% |
| 3Y | +69.3% | +125.4% | -56.1% | +34.6% |
| 5Y | +99.3% | +149.1% | -49.8% | +52.6% |
| 10Y | +595.0% | +135.4% | +459.6% | +450.4% |
| All | +595.0% | +136.6% | +458.4% | +450.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling