+26.7%
AWK vs SUI
+15.1%
+11.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +4.1% | +6.2% | -2.1% | +1.3% |
| 30D | +18.0% | +8.6% | +9.4% | +13.7% |
| 3M | +12.2% | +1.0% | +11.2% | +11.5% |
| 6M | +21.2% | -2.6% | +23.8% | +22.2% |
| YTD | +17.6% | -0.1% | +17.7% | +16.9% |
| 1Y | +19.2% | +0.5% | +18.8% | +18.2% |
| 3Y | +26.7% | +15.3% | +11.5% | +11.6% |
| All | +26.7% | +15.1% | +11.6% | +11.6% |
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