+122.4%
ARMK vs SUI
+115.7%
+6.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +5.9% | +5.2% |
| 7D | -2.6% | +6.2% | -8.8% | -5.9% |
| 30D | -5.2% | +8.6% | -13.8% | -9.9% |
| 3M | -6.5% | +1.0% | -7.5% | -7.7% |
| 6M | +15.3% | -2.6% | +17.9% | +15.3% |
| YTD | +43.6% | -0.1% | +43.7% | +41.3% |
| 1Y | +42.1% | +0.5% | +41.6% | +39.3% |
| 3Y | +94.0% | +15.3% | +78.8% | +68.4% |
| 5Y | +96.3% | -26.1% | +122.4% | +122.1% |
| All | +122.4% | +115.7% | +6.7% | +58.9% |
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