-37.4%
TRMB vs ARMK
+148.1%
-185.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.8% |
| 7D | -0.3% | +1.7% | -2.0% | -1.1% |
| 30D | -1.2% | +3.1% | -4.3% | -3.1% |
| 3M | +9.6% | +9.2% | +0.4% | +4.3% |
| 6M | -16.1% | +43.7% | -59.8% | -31.3% |
| YTD | -25.0% | +57.4% | -82.3% | -41.9% |
| 1Y | -27.7% | +51.9% | -79.5% | -43.0% |
| 3Y | +15.3% | +125.4% | -110.1% | -29.1% |
| 5Y | -37.4% | +149.1% | -186.5% | -64.7% |
| All | -37.4% | +148.1% | -185.5% | -64.7% |
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