+0.7%
NVO vs ARMK
+146.8%
-146.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -1.0% |
| 7D | -4.7% | +0.3% | -5.1% | -4.8% |
| 30D | -5.4% | +2.4% | -7.8% | -6.2% |
| 3M | +7.0% | +6.1% | +0.9% | +5.1% |
| 6M | +17.6% | +41.8% | -24.1% | +6.8% |
| YTD | -8.0% | +55.5% | -63.6% | -18.7% |
| 1Y | -13.8% | +49.6% | -63.4% | -23.1% |
| 3Y | -50.3% | +122.8% | -173.0% | -60.3% |
| 5Y | +0.7% | +151.0% | -150.3% | -21.1% |
| All | +0.7% | +146.8% | -146.2% | -21.1% |
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