+1,963.9%
PWR vs ARMK
+330.5%
+1,633.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -11.2% | -0.7% | -10.5% | -10.7% |
| 30D | -17.4% | -1.3% | -16.1% | -16.6% |
| 3M | -11.7% | -2.5% | -9.3% | -10.6% |
| 6M | -21.7% | +20.8% | -42.5% | -26.5% |
| YTD | +38.3% | +48.2% | -9.9% | +20.9% |
| 1Y | +29.6% | +45.7% | -16.2% | +13.8% |
| 3Y | +236.1% | +96.6% | +139.6% | +162.5% |
| 5Y | +406.3% | +106.6% | +299.8% | +283.4% |
| 10Y | +1,796.7% | +132.6% | +1,664.1% | +1,243.9% |
| All | +1,963.9% | +330.5% | +1,633.4% | +1,160.0% |
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