+750.3%
NVT vs ARMK
+137.3%
+613.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.5% | +3.1% |
| 7D | +4.1% | +3.1% | +1.0% | +2.6% |
| 30D | -5.1% | -2.8% | -2.3% | -3.8% |
| 3M | -1.2% | +7.6% | -8.8% | -4.8% |
| 6M | +46.6% | +47.9% | -1.3% | +20.2% |
| YTD | +60.0% | +60.0% | 0.0% | +25.7% |
| 1Y | +70.8% | +52.2% | +18.6% | +36.9% |
| 3Y | +187.5% | +131.4% | +56.1% | +83.8% |
| 5Y | +426.1% | +163.2% | +262.9% | +206.1% |
| All | +750.3% | +137.3% | +613.0% | +368.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling