-4.0%
PNR vs ARMK
+106.7%
-110.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.3% | +2.7% | -2.4% | -0.9% |
| 30D | +31.7% | -1.5% | +33.2% | +32.0% |
| 3M | +2.6% | -11.6% | +14.2% | +8.0% |
| 6M | -6.4% | +6.7% | -13.1% | -9.8% |
| YTD | -33.4% | +47.4% | -80.9% | -45.3% |
| 1Y | -35.1% | +41.5% | -76.5% | -45.7% |
| 3Y | +17.1% | +95.5% | -78.5% | -18.8% |
| All | -4.0% | +106.7% | -110.7% | -37.8% |
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