+95.5%
ARMK vs UUUU
-17.1%
+112.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.2% |
| 7D | +2.7% | -1.1% | +3.7% | +2.7% |
| 30D | -1.5% | -21.0% | +19.5% | -0.6% |
| 3M | -11.6% | -54.8% | +43.2% | -9.0% |
| 6M | +6.7% | -67.3% | +74.1% | +10.9% |
| YTD | +47.4% | -54.7% | +102.1% | +49.5% |
| 1Y | +41.5% | -57.4% | +98.9% | +43.7% |
| 3Y | +95.5% | -19.6% | +115.2% | +81.4% |
| All | +95.5% | -17.1% | +112.6% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling