-33.7%
UPS vs ARMK
+144.6%
-178.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -2.9% | -2.4% | -0.5% | -2.2% |
| 30D | -3.5% | 0.0% | -3.5% | -3.7% |
| 3M | -5.7% | +6.7% | -12.4% | -7.8% |
| 6M | -4.4% | +38.8% | -43.2% | -14.1% |
| YTD | +8.0% | +55.2% | -47.2% | -6.4% |
| 1Y | +29.0% | +46.6% | -17.6% | +13.5% |
| 3Y | -27.7% | +112.9% | -140.6% | -45.5% |
| All | -33.7% | +144.6% | -178.4% | -53.5% |
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 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