+4,093.6%
SUI vs ARWR
-98.0%
+4,191.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.8% | +7.5% | +0.7% |
| 7D | +8.8% | -5.0% | +13.8% | +8.8% |
| 30D | +8.9% | -6.6% | +15.6% | +9.0% |
| 3M | +2.0% | -33.9% | +35.9% | +2.2% |
| 6M | -0.6% | -23.3% | +22.7% | -0.6% |
| YTD | +1.3% | -13.5% | +14.8% | +1.4% |
| 1Y | +1.3% | +42.5% | -41.3% | +1.0% |
| 3Y | +16.3% | +104.1% | -87.8% | +15.6% |
| 5Y | -25.1% | -28.8% | +3.8% | -25.3% |
| 10Y | +121.1% | +911.6% | -790.6% | +118.1% |
| All | +4,093.6% | -98.0% | +4,191.6% | +3,961.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling