+1,014.6%
MU vs ARMK
+106.1%
+908.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +12.3% |
| 7D | +2.0% | +2.8% | -0.8% | +0.9% |
| 30D | -18.0% | -1.8% | -16.2% | -16.7% |
| 3M | -6.6% | -10.9% | +4.3% | -0.5% |
| 6M | +2.0% | +21.2% | -19.2% | -8.0% |
| YTD | +184.5% | +47.0% | +137.5% | +129.9% |
| 1Y | +236.9% | +42.9% | +194.0% | +175.7% |
| 3Y | +987.0% | +95.0% | +892.0% | +617.8% |
| 5Y | +1,014.6% | +106.2% | +908.4% | +523.6% |
| All | +1,014.6% | +106.1% | +908.5% | +523.6% |
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