+112.5%
ARM vs SUNB
+1.6%
+110.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.9% | -2.9% |
| 7D | +12.5% | +9.4% | +3.1% | +5.7% |
| 30D | -1.4% | -6.9% | +5.5% | +3.4% |
| 3M | -18.7% | -11.3% | -7.4% | -11.9% |
| 6M | +124.6% | -1.8% | +126.4% | +127.7% |
| All | +112.5% | +1.6% | +110.8% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling