+18.8%
PRU vs ARMK
+50.1%
-31.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.5% |
| 7D | +1.9% | +1.7% | +0.2% | +1.5% |
| 30D | -0.4% | +3.1% | -3.5% | -1.3% |
| 3M | +16.4% | +9.2% | +7.2% | +13.4% |
| 6M | +26.0% | +43.7% | -17.6% | +11.7% |
| YTD | +9.9% | +57.4% | -47.5% | -7.0% |
| 1Y | +18.8% | +51.9% | -33.1% | +2.1% |
| All | +18.8% | +50.1% | -31.3% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling