+410.8%
NVT vs ARMK
+146.8%
+263.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.4% |
| 3M | -3.1% | +6.1% | -9.1% | -5.8% |
| 6M | +47.0% | +41.8% | +5.3% | +24.4% |
| YTD | +56.2% | +55.5% | +0.7% | +26.0% |
| 1Y | +74.5% | +49.6% | +25.0% | +42.8% |
| 3Y | +184.0% | +122.8% | +61.2% | +88.3% |
| 5Y | +410.8% | +151.0% | +259.8% | +202.4% |
| All | +410.8% | +146.8% | +263.9% | +202.4% |
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