+357.1%
PNC vs ARMK
+328.3%
+28.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.1% | +2.7% | +0.4% | +2.0% |
| 30D | +7.6% | -1.5% | +9.1% | +7.9% |
| 3M | -8.1% | -11.6% | +3.4% | -3.9% |
| 6M | +12.6% | +6.7% | +5.9% | +8.8% |
| YTD | +15.0% | +47.4% | -32.5% | -3.2% |
| 1Y | +30.4% | +41.5% | -11.1% | +11.6% |
| 3Y | +116.1% | +95.5% | +20.6% | +59.0% |
| 5Y | +37.5% | +108.4% | -70.9% | -3.4% |
| 10Y | +205.1% | +132.3% | +72.8% | +93.6% |
| All | +357.1% | +328.3% | +28.8% | +161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling