+315.5%
ARM vs UUUU
+84.2%
+231.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +12.5% | +1.8% | +10.7% | +12.0% |
| 30D | -1.4% | +1.8% | -3.2% | -2.1% |
| 3M | -18.7% | +1.3% | -19.9% | -18.9% |
| 6M | +124.6% | -26.8% | +151.4% | +138.2% |
| YTD | +141.7% | +0.1% | +141.7% | +132.2% |
| 1Y | +87.7% | +11.2% | +76.4% | +67.4% |
| All | +315.5% | +84.2% | +231.3% | +176.4% |
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