+265.7%
SU vs ARWR
+1,080.6%
-814.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.7% | -4.3% | +6.0% | +2.0% |
| 30D | +9.6% | -7.3% | +16.9% | +10.1% |
| 3M | +11.7% | +17.0% | -5.3% | +10.2% |
| 6M | +21.9% | +39.8% | -17.9% | +18.3% |
| YTD | +58.6% | +24.7% | +34.0% | +54.9% |
| 1Y | +66.5% | +186.5% | -119.9% | +52.1% |
| 3Y | +121.4% | +176.8% | -55.4% | +95.6% |
| 5Y | +355.7% | +29.3% | +326.4% | +314.6% |
| All | +265.7% | +1,080.6% | -814.9% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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