+180.7%
NVT vs ARMK
+121.1%
+59.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.0% |
| 7D | +7.0% | +0.3% | +6.7% | +6.9% |
| 30D | -2.3% | +2.4% | -4.7% | -3.3% |
| 3M | -3.1% | +6.1% | -9.1% | -5.6% |
| 6M | +47.0% | +41.8% | +5.3% | +25.5% |
| YTD | +56.2% | +55.5% | +0.7% | +27.2% |
| 1Y | +74.5% | +49.6% | +25.0% | +44.1% |
| All | +180.7% | +121.1% | +59.6% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling