+40.2%
XHB vs ARMK
+102.7%
-62.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.2% | -0.6% | +2.1% |
| 7D | +1.3% | +0.9% | +0.4% | +0.8% |
| 30D | +11.8% | -0.4% | +12.2% | +11.5% |
| 3M | -3.8% | -2.0% | -1.9% | -3.6% |
| 6M | +4.1% | +22.0% | -17.9% | -4.5% |
| YTD | +4.0% | +49.6% | -45.7% | -12.1% |
| 1Y | +1.6% | +46.4% | -44.8% | -13.4% |
| All | +40.2% | +102.7% | -62.5% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling