+304.1%
PODD vs ARMK
+317.2%
-13.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.5% | -10.6% | -7.4% |
| 7D | -2.1% | -2.6% | +0.5% | -1.6% |
| 30D | +9.0% | -5.2% | +14.2% | +10.3% |
| 3M | +5.2% | -6.5% | +11.7% | +6.5% |
| 6M | -3.2% | +15.3% | -18.4% | -8.1% |
| YTD | -48.5% | +43.6% | -92.1% | -54.3% |
| 1Y | -54.7% | +42.1% | -96.7% | -59.7% |
| 3Y | -7.8% | +94.0% | -101.8% | -26.2% |
| 5Y | -52.4% | +96.3% | -148.7% | -62.5% |
| 10Y | +315.9% | +126.7% | +189.2% | +199.1% |
| All | +304.1% | +317.2% | -13.1% | +149.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling