-99.5%
SPXU vs ARMK
+146.1%
-245.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -0.1% |
| 7D | +2.5% | +3.1% | -0.6% | +4.9% |
| 30D | +4.2% | -2.8% | +7.0% | +2.2% |
| 3M | -9.3% | +7.6% | -16.8% | -3.9% |
| 6M | -30.7% | +47.9% | -78.6% | -5.2% |
| YTD | -28.1% | +60.0% | -88.2% | +5.2% |
| 1Y | -35.2% | +52.2% | -87.5% | -8.3% |
| 3Y | -79.9% | +131.4% | -211.3% | -56.0% |
| 5Y | -86.4% | +163.2% | -249.6% | -60.5% |
| All | -99.5% | +146.1% | -245.6% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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