+41.5%
ARMK vs TRU
+0.8%
+40.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.7% | 0.0% | +2.6% | +2.7% |
| 30D | -1.5% | +21.3% | -22.8% | -4.2% |
| 3M | -11.6% | +0.2% | -11.8% | -11.9% |
| 6M | +6.7% | +22.4% | -15.6% | +2.8% |
| YTD | +47.4% | -4.8% | +52.3% | +49.5% |
| 1Y | +41.5% | -0.2% | +41.7% | +39.7% |
| All | +41.5% | +0.8% | +40.7% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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