+40.3%
ARMK vs SUI
+1.6%
+38.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.2% | -9.3% | -4.5% |
| 7D | -5.8% | +10.0% | -15.9% | -6.7% |
| 30D | -5.3% | +8.4% | -13.7% | -6.4% |
| 3M | -6.7% | +0.7% | -7.4% | -6.4% |
| 6M | +17.4% | -0.9% | +18.3% | +17.9% |
| YTD | +43.0% | +0.6% | +42.4% | +42.9% |
| 1Y | +40.3% | +0.8% | +39.6% | +40.5% |
| All | +40.3% | +1.6% | +38.7% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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