+39.6%
NTR vs ARMK
+54.5%
-14.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.5% | -0.7% |
| 7D | -1.3% | +3.1% | -4.4% | -1.6% |
| 30D | +16.8% | -2.8% | +19.6% | +17.1% |
| 3M | +20.7% | +7.6% | +13.2% | +19.6% |
| 6M | +0.5% | +47.9% | -47.4% | -5.0% |
| YTD | +29.2% | +60.0% | -30.8% | +20.1% |
| 1Y | +39.6% | +52.2% | -12.6% | +32.5% |
| All | +39.6% | +54.5% | -14.9% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling