-83.6%
SPXU vs ARMK
+106.6%
-190.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.2% |
| 7D | -9.4% | +7.1% | -16.5% | -2.7% |
| 30D | +7.4% | -1.6% | +9.1% | +6.8% |
| 3M | +6.2% | -10.5% | +16.7% | -3.6% |
| 6M | -7.2% | +11.8% | -19.0% | +5.9% |
| YTD | -26.8% | +47.3% | -74.0% | +14.2% |
| 1Y | -26.3% | +41.5% | -67.7% | +10.3% |
| 3Y | -80.6% | +95.3% | -175.9% | -51.3% |
| 5Y | -83.6% | +108.1% | -191.7% | -36.7% |
| All | -83.6% | +106.6% | -190.1% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling