+15.1%
PSA vs ARMK
+144.6%
-129.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -3.7% | -2.4% | -1.3% | -3.1% |
| 30D | -7.7% | 0.0% | -7.8% | -7.8% |
| 3M | -0.6% | +6.7% | -7.3% | -2.2% |
| 6M | -0.9% | +38.8% | -39.7% | -8.7% |
| YTD | +18.7% | +55.2% | -36.5% | +6.4% |
| 1Y | +7.6% | +46.6% | -39.0% | -2.4% |
| 3Y | +23.7% | +112.9% | -89.2% | +1.0% |
| All | +15.1% | +144.6% | -129.5% | -10.2% |
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 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