+551.3%
GWW vs SUI
+104.3%
+447.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.2% |
| 7D | -1.5% | -3.1% | +1.6% | -0.5% |
| 30D | +1.1% | -2.3% | +3.4% | +1.8% |
| 3M | -1.0% | -2.8% | +1.8% | -0.3% |
| 6M | +16.3% | -12.4% | +28.7% | +21.3% |
| YTD | +28.5% | -3.3% | +31.8% | +29.3% |
| 1Y | +30.3% | -5.8% | +36.1% | +32.2% |
| 3Y | +91.6% | +12.5% | +79.1% | +78.1% |
| 5Y | +224.0% | -32.9% | +256.8% | +261.1% |
| 10Y | +551.3% | +104.4% | +446.9% | +524.3% |
| All | +551.3% | +104.3% | +447.0% | +524.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling