+132.6%
ARMK vs SUI
+117.1%
+15.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.6% |
| 7D | -0.7% | +3.4% | -4.1% | -2.7% |
| 30D | -1.3% | +4.6% | -5.9% | -4.3% |
| 3M | -2.5% | +1.6% | -4.1% | -4.1% |
| 6M | +20.8% | -3.5% | +24.3% | +21.3% |
| YTD | +48.2% | -1.0% | +49.2% | +46.5% |
| 1Y | +45.7% | -1.7% | +47.5% | +44.6% |
| 3Y | +96.6% | +18.4% | +78.2% | +67.6% |
| 5Y | +106.6% | -26.3% | +132.9% | +133.8% |
| 10Y | +132.6% | +123.3% | +9.2% | +64.6% |
| All | +132.6% | +117.1% | +15.4% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling