+302.2%
ARMK vs UUUU
+160.7%
+141.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | 0.0% | +16.3% | -16.3% | -1.5% |
| 3M | +6.7% | -16.7% | +23.4% | +7.8% |
| 6M | +38.8% | -33.7% | +72.5% | +42.2% |
| YTD | +55.2% | -0.5% | +55.7% | +50.9% |
| 1Y | +46.6% | +28.9% | +17.8% | +36.4% |
| 3Y | +112.9% | +99.9% | +13.0% | +80.7% |
| 5Y | +144.0% | +135.3% | +8.7% | +94.9% |
| 10Y | +132.4% | +518.4% | -386.0% | +51.0% |
| All | +302.2% | +160.7% | +141.5% | +181.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling