+228.9%
ARM vs SPXU
-79.5%
+308.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.5% | +4.0% |
| 7D | -15.2% | +7.6% | -22.8% | -7.6% |
| 30D | -40.7% | +17.5% | -58.2% | -28.5% |
| 3M | -39.1% | +14.7% | -53.7% | -27.0% |
| 6M | -26.4% | -0.1% | -26.4% | -17.1% |
| YTD | +59.7% | -19.8% | +79.6% | +56.2% |
| 1Y | +10.3% | -23.7% | +34.1% | +4.2% |
| 3Y | +228.9% | -79.5% | +308.3% | +33.4% |
| All | +228.9% | -79.5% | +308.3% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling