+49.8%
NTR vs ARMK
+146.8%
-97.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | +0.5% | +0.3% | +0.2% | +0.5% |
| 30D | +21.7% | +2.4% | +19.4% | +20.8% |
| 3M | +22.8% | +6.1% | +16.7% | +20.6% |
| 6M | +8.2% | +41.8% | -33.5% | -2.1% |
| YTD | +32.9% | +55.5% | -22.6% | +16.9% |
| 1Y | +45.3% | +49.6% | -4.2% | +29.1% |
| 3Y | +41.7% | +122.8% | -81.1% | +7.5% |
| 5Y | +49.8% | +151.0% | -101.2% | +4.9% |
| All | +49.8% | +146.8% | -97.0% | +4.9% |
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