+80.8%
PNR vs ARMK
+328.3%
-247.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.3% | +2.7% | -2.4% | -0.6% |
| 30D | +31.7% | -1.5% | +33.2% | +32.0% |
| 3M | +2.6% | -11.6% | +14.2% | +6.7% |
| 6M | -6.4% | +6.7% | -13.1% | -8.9% |
| YTD | -33.4% | +47.4% | -80.9% | -42.5% |
| 1Y | -35.1% | +41.5% | -76.5% | -43.1% |
| 3Y | +17.1% | +95.5% | -78.5% | -9.4% |
| 5Y | -3.5% | +108.4% | -111.9% | -27.8% |
| 10Y | +100.2% | +132.3% | -32.1% | +40.9% |
| All | +80.8% | +328.3% | -247.5% | +10.3% |
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 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