+4,609.2%
MU vs ARMK
+130.7%
+4,478.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +12.2% |
| 7D | +2.0% | +2.8% | -0.8% | +1.2% |
| 30D | -18.0% | -1.8% | -16.2% | -17.0% |
| 3M | -6.6% | -10.9% | +4.3% | -1.8% |
| 6M | +2.0% | +21.2% | -19.2% | -5.7% |
| YTD | +184.5% | +47.0% | +137.5% | +142.2% |
| 1Y | +236.9% | +42.9% | +194.0% | +189.6% |
| 3Y | +987.0% | +95.0% | +892.0% | +712.2% |
| 5Y | +1,014.6% | +106.2% | +908.4% | +705.0% |
| 10Y | +4,609.2% | +131.6% | +4,477.6% | +3,297.4% |
| All | +4,609.2% | +130.7% | +4,478.5% | +3,297.4% |
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 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