+121.2%
SUI vs ARWR
+1,021.8%
-900.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -2.4% | -19.9% | +17.5% | -0.9% |
| 30D | +3.3% | -18.7% | +22.1% | +4.8% |
| 3M | +0.7% | -44.7% | +45.4% | +4.9% |
| 6M | -4.1% | -36.5% | +32.4% | -1.5% |
| YTD | -1.8% | -25.7% | +23.8% | -0.7% |
| 1Y | -4.1% | +18.9% | -23.0% | -7.0% |
| 3Y | +17.4% | +83.1% | -65.7% | +6.0% |
| 5Y | -27.0% | -34.9% | +7.8% | -31.0% |
| 10Y | +121.2% | +1,080.9% | -959.7% | +84.2% |
| All | +121.2% | +1,021.8% | -900.6% | +84.2% |
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