+214.0%
ARM vs SUI
+16.8%
+197.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | +0.7% | -13.8% | -12.9% |
| 7D | -27.1% | +8.8% | -35.9% | -25.8% |
| 30D | -44.9% | +8.9% | -53.8% | -43.8% |
| 3M | -39.3% | +2.0% | -41.3% | -38.5% |
| 6M | -20.2% | -0.6% | -19.5% | -19.1% |
| YTD | +52.5% | +1.3% | +51.2% | +54.3% |
| 1Y | +4.1% | +1.3% | +2.8% | +5.4% |
| All | +214.0% | +16.8% | +197.1% | +199.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling