+174.6%
ARM vs UUUU
-15.7%
+190.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.7% | +4.4% |
| 7D | -15.2% | -13.6% | -1.6% | -11.4% |
| 30D | -40.7% | -35.1% | -5.6% | -32.9% |
| 3M | -39.1% | -48.4% | +9.3% | -27.2% |
| 6M | -26.4% | -71.7% | +45.3% | +0.9% |
| YTD | +59.7% | -54.2% | +113.9% | +90.3% |
| 1Y | +10.3% | -56.0% | +66.3% | +31.5% |
| 3Y | +228.9% | -13.1% | +241.9% | +166.2% |
| All | +174.6% | -15.7% | +190.3% | +126.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling