-6.3%
NVTS vs ARMK
+134.6%
-140.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +0.6% |
| 7D | +9.7% | +1.7% | +8.0% | +8.2% |
| 30D | -13.6% | +3.1% | -16.7% | -15.7% |
| 3M | -51.0% | +9.2% | -60.2% | -54.5% |
| 6M | +46.3% | +43.7% | +2.7% | +6.3% |
| YTD | +68.1% | +57.4% | +10.7% | +12.1% |
| 1Y | +113.9% | +51.9% | +62.0% | +45.6% |
| 3Y | +45.3% | +125.4% | -80.1% | -34.1% |
| All | -6.3% | +134.6% | -140.8% | -57.3% |
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