+64.9%
ARM vs EQT
+10.3%
+54.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -3.9% |
| 7D | +4.8% | -1.2% | +5.9% | +4.9% |
| 30D | -5.5% | +1.1% | -6.6% | -5.6% |
| 3M | -17.3% | +4.8% | -22.1% | -17.9% |
| 6M | +110.9% | -10.6% | +121.4% | +121.4% |
| YTD | +132.5% | +3.4% | +129.1% | +128.1% |
| 1Y | +64.9% | +8.7% | +56.2% | +56.5% |
| All | +64.9% | +10.3% | +54.6% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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