+28.4%
PFE vs ARMK
+44.7%
-16.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.5% |
| 7D | -0.7% | -0.7% | 0.0% | -0.7% |
| 30D | +5.3% | -1.3% | +6.6% | +5.3% |
| 3M | +10.1% | -2.5% | +12.6% | +9.9% |
| 6M | +18.0% | +20.8% | -2.8% | +12.0% |
| YTD | +25.8% | +48.2% | -22.4% | +11.3% |
| 1Y | +28.4% | +45.7% | -17.3% | +14.4% |
| All | +28.4% | +44.7% | -16.3% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling