+136.8%
ARMK vs UUUU
+495.2%
-358.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.1% | +0.4% |
| 7D | -0.9% | -5.0% | +4.1% | -0.4% |
| 30D | -5.9% | -7.8% | +1.8% | -5.3% |
| 3M | +6.7% | -0.4% | +7.1% | +6.1% |
| 6M | +42.5% | -32.9% | +75.4% | +46.1% |
| YTD | +55.1% | -6.3% | +61.4% | +51.2% |
| 1Y | +50.3% | +7.9% | +42.4% | +41.6% |
| 3Y | +122.2% | +85.2% | +37.0% | +86.9% |
| 5Y | +155.2% | +97.0% | +58.2% | +102.5% |
| All | +136.8% | +495.2% | -358.4% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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