+117.8%
SUI vs ARWR
+906.2%
-788.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.5% |
| 7D | +6.2% | -2.9% | +9.1% | +6.4% |
| 30D | +8.6% | -5.4% | +14.0% | +9.0% |
| 3M | +1.0% | -32.2% | +33.2% | +3.8% |
| 6M | -2.6% | -26.5% | +23.9% | -0.9% |
| YTD | -0.1% | -12.4% | +12.3% | -0.1% |
| 1Y | +0.5% | +46.9% | -46.4% | -4.0% |
| 3Y | +15.3% | +116.0% | -100.7% | +2.9% |
| 5Y | -26.1% | -28.0% | +1.8% | -30.6% |
| All | +117.8% | +906.2% | -788.4% | +78.6% |
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