+87.9%
ARMK vs SUI
-25.7%
+113.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.1% |
| 7D | -10.2% | +8.8% | -19.0% | -12.7% |
| 30D | -9.3% | +8.9% | -18.2% | -12.1% |
| 3M | -11.4% | +2.0% | -13.4% | -12.3% |
| 6M | +11.6% | -0.6% | +12.3% | +11.1% |
| YTD | +37.5% | +1.3% | +36.1% | +35.8% |
| 1Y | +34.9% | +1.3% | +33.6% | +33.3% |
| 3Y | +83.4% | +16.3% | +67.2% | +67.8% |
| 5Y | +87.9% | -25.1% | +112.9% | +118.5% |
| All | +87.9% | -25.7% | +113.6% | +118.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling