+132.7%
ARMK vs SUI
+110.1%
+22.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.7% |
| 7D | -2.4% | -2.8% | +0.4% | -0.9% |
| 30D | 0.0% | -1.2% | +1.2% | +0.6% |
| 3M | +6.7% | -1.7% | +8.4% | +7.3% |
| 6M | +38.8% | -10.5% | +49.3% | +46.4% |
| YTD | +55.2% | -1.8% | +57.0% | +55.3% |
| 1Y | +46.6% | -4.1% | +50.7% | +48.2% |
| 3Y | +112.9% | +11.3% | +101.6% | +89.5% |
| 5Y | +144.0% | -32.1% | +176.1% | +193.3% |
| All | +132.7% | +110.1% | +22.7% | +69.3% |
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