+151.0%
ARMK vs UUUU
+132.1%
+18.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.3% | +1.8% | -1.5% | +0.2% |
| 30D | +2.4% | +1.8% | +0.5% | +2.1% |
| 3M | +6.1% | +1.3% | +4.8% | +5.5% |
| 6M | +41.8% | -26.8% | +68.5% | +43.7% |
| YTD | +55.5% | +0.1% | +55.5% | +50.9% |
| 1Y | +49.6% | +11.2% | +38.3% | +41.0% |
| 3Y | +122.8% | +97.7% | +25.1% | +86.0% |
| 5Y | +151.0% | +127.3% | +23.7% | +103.2% |
| All | +151.0% | +132.1% | +18.9% | +103.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling