+350.4%
SU vs ARMK
+146.8%
+203.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +2.0% |
| 7D | +1.6% | +0.3% | +1.2% | +1.5% |
| 30D | +10.7% | +2.4% | +8.4% | +9.9% |
| 3M | +13.5% | +6.1% | +7.5% | +11.6% |
| 6M | +21.8% | +41.8% | -19.9% | +10.4% |
| YTD | +58.8% | +55.5% | +3.3% | +39.9% |
| 1Y | +72.0% | +49.6% | +22.4% | +52.9% |
| 3Y | +121.7% | +122.8% | -1.1% | +69.8% |
| 5Y | +350.4% | +151.0% | +199.4% | +221.8% |
| All | +350.4% | +146.8% | +203.6% | +221.8% |
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