+3,039.8%
MU vs ARMK
+317.2%
+2,722.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.5% | +0.7% | +3.2% |
| 7D | -22.0% | -2.6% | -19.4% | -20.8% |
| 30D | -36.6% | -5.2% | -31.4% | -34.8% |
| 3M | -21.7% | -6.5% | -15.2% | -19.4% |
| 6M | +3.5% | +15.3% | -11.7% | -2.5% |
| YTD | +141.9% | +43.6% | +98.3% | +107.2% |
| 1Y | +189.8% | +42.1% | +147.8% | +148.6% |
| 3Y | +855.4% | +94.0% | +761.4% | +610.0% |
| 5Y | +869.2% | +96.3% | +772.9% | +607.7% |
| 10Y | +4,142.8% | +126.7% | +4,016.2% | +2,759.1% |
| All | +3,039.8% | +317.2% | +2,722.6% | +1,731.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling