+174.6%
ARM vs SUI
+11.6%
+163.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +4.5% |
| 7D | -15.2% | +6.2% | -21.4% | -14.4% |
| 30D | -40.7% | +8.6% | -49.3% | -40.0% |
| 3M | -39.1% | +1.0% | -40.1% | -38.6% |
| 6M | -26.4% | -2.6% | -23.8% | -25.8% |
| YTD | +59.7% | -0.1% | +59.9% | +60.5% |
| 1Y | +10.3% | +0.5% | +9.9% | +10.8% |
| 3Y | +228.9% | +15.3% | +213.6% | +200.6% |
| All | +174.6% | +11.6% | +163.0% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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