+86.1%
ARM vs SU
+70.8%
+15.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +3.5% |
| 7D | +5.5% | +2.9% | +2.6% | +6.5% |
| 30D | -8.2% | +7.2% | -15.4% | -5.8% |
| 3M | -35.9% | +2.8% | -38.8% | -33.4% |
| 6M | +103.1% | +18.2% | +84.9% | +98.7% |
| YTD | +130.6% | +54.0% | +76.6% | +104.6% |
| 1Y | +86.1% | +70.1% | +16.0% | +57.0% |
| All | +86.1% | +70.8% | +15.3% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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