+31.0%
AWK vs SUI
+17.8%
+13.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +2.7% | +3.4% | -0.7% | +1.1% |
| 30D | +16.7% | +4.6% | +12.1% | +14.3% |
| 3M | +11.7% | +1.6% | +10.2% | +10.7% |
| 6M | +21.9% | -3.5% | +25.4% | +23.4% |
| YTD | +17.6% | -1.0% | +18.6% | +17.4% |
| 1Y | +19.8% | -1.7% | +21.5% | +20.0% |
| 3Y | +31.0% | +18.4% | +12.6% | +12.9% |
| All | +31.0% | +17.8% | +13.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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