+125.7%
SU vs ARWR
+173.2%
-47.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +1.8% |
| 7D | +1.6% | -3.2% | +4.8% | +1.7% |
| 30D | +10.7% | -6.5% | +17.2% | +11.0% |
| 3M | +13.5% | +12.7% | +0.8% | +12.7% |
| 6M | +21.8% | +36.2% | -14.4% | +19.4% |
| YTD | +58.8% | +24.5% | +34.4% | +56.3% |
| 1Y | +72.0% | +198.0% | -125.9% | +59.4% |
| All | +125.7% | +173.2% | -47.5% | +100.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling