+86.1%
ARM vs URA
+17.2%
+68.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.4% |
| 7D | +5.5% | +1.1% | +4.4% | +4.8% |
| 30D | -8.2% | +7.4% | -15.6% | -12.3% |
| 3M | -35.9% | -8.4% | -27.5% | -33.0% |
| 6M | +103.1% | -12.7% | +115.8% | +115.0% |
| YTD | +130.6% | +7.8% | +122.8% | +125.3% |
| 1Y | +86.1% | +19.5% | +66.6% | +90.1% |
| All | +86.1% | +17.2% | +68.8% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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