+12.8%
PG vs ARMK
+147.8%
-135.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.6% |
| 30D | -1.5% | -5.9% | +4.4% | -0.7% |
| 3M | -3.4% | +6.7% | -10.1% | -4.5% |
| 6M | -7.0% | +42.5% | -49.5% | -12.2% |
| YTD | +2.0% | +55.1% | -53.1% | -5.1% |
| 1Y | -6.5% | +50.3% | -56.8% | -12.7% |
| 3Y | +1.2% | +122.2% | -121.0% | -12.6% |
| 5Y | +12.8% | +155.2% | -142.4% | -4.3% |
| All | +12.8% | +147.8% | -135.0% | -4.3% |
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