+199.6%
ARM vs UUUU
-16.6%
+216.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -4.2% |
| 7D | +9.1% | -1.1% | +10.2% | +9.5% |
| 30D | -19.9% | -21.0% | +1.0% | -14.1% |
| 3M | -31.6% | -54.8% | +23.2% | -15.1% |
| 6M | -13.9% | -67.3% | +53.5% | +14.8% |
| YTD | +74.3% | -54.7% | +129.0% | +108.4% |
| 1Y | +35.8% | -57.4% | +93.2% | +63.3% |
| 3Y | +268.6% | -19.6% | +288.2% | +205.6% |
| All | +199.6% | -16.6% | +216.2% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling