+70.9%
NVT vs ARMK
+47.4%
+23.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.8% |
| 7D | +5.1% | -2.4% | +7.5% | +5.6% |
| 30D | -3.7% | 0.0% | -3.7% | -3.6% |
| 3M | -10.1% | +6.7% | -16.8% | -10.9% |
| 6M | +37.5% | +38.8% | -1.4% | +30.3% |
| YTD | +53.7% | +55.2% | -1.4% | +46.3% |
| 1Y | +70.9% | +46.6% | +24.3% | +63.7% |
| All | +70.9% | +47.4% | +23.5% | +63.7% |
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