+197.4%
PNC vs ARMK
+131.1%
+66.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.9% | +7.1% | -5.2% | -1.0% |
| 30D | +6.2% | -1.6% | +7.9% | +6.6% |
| 3M | -8.7% | -10.5% | +1.8% | -4.9% |
| 6M | +9.2% | +11.8% | -2.6% | +3.4% |
| YTD | +14.3% | +47.3% | -32.9% | -4.0% |
| 1Y | +27.7% | +41.5% | -13.8% | +9.0% |
| 3Y | +113.5% | +95.3% | +18.2% | +56.4% |
| 5Y | +36.7% | +108.1% | -71.4% | -4.4% |
| All | +197.4% | +131.1% | +66.2% | +96.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling