+1,814.4%
PWR vs ARMK
+317.2%
+1,497.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.5% | +1.8% | +4.7% |
| 7D | -12.9% | -2.6% | -10.2% | -11.8% |
| 30D | -22.8% | -5.2% | -17.6% | -21.1% |
| 3M | -19.0% | -6.5% | -12.5% | -16.9% |
| 6M | -31.1% | +15.3% | -46.4% | -34.3% |
| YTD | +28.3% | +43.6% | -15.3% | +13.2% |
| 1Y | +22.2% | +42.1% | -19.8% | +8.2% |
| 3Y | +222.2% | +94.0% | +128.2% | +152.6% |
| 5Y | +364.2% | +96.3% | +267.9% | +257.2% |
| 10Y | +1,864.8% | +126.7% | +1,738.2% | +1,302.8% |
| All | +1,814.4% | +317.2% | +1,497.2% | +1,080.6% |
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