+3,961.8%
SUI vs ARWR
-97.0%
+4,058.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -2.8% | +1.7% | -4.5% | -2.8% |
| 30D | -1.2% | -0.7% | -0.5% | -1.2% |
| 3M | -1.7% | +14.9% | -16.6% | -1.8% |
| 6M | -10.5% | +32.6% | -43.1% | -10.6% |
| YTD | -1.8% | +30.0% | -31.9% | -2.0% |
| 1Y | -4.1% | +208.4% | -212.4% | -4.6% |
| 3Y | +11.3% | +208.8% | -197.5% | +10.5% |
| 5Y | -32.1% | +27.8% | -59.9% | -32.5% |
| 10Y | +110.4% | +1,107.6% | -997.1% | +107.4% |
| All | +3,961.8% | -97.0% | +4,058.9% | +3,827.1% |
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