+668.4%
GWW vs SUI
+122.5%
+545.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | 0.0% | -2.4% | +2.4% | +0.8% |
| 30D | +14.0% | +3.3% | +10.6% | +12.5% |
| 3M | +14.4% | +0.7% | +13.7% | +13.8% |
| 6M | +21.7% | -4.1% | +25.8% | +22.8% |
| YTD | +48.4% | -1.8% | +50.3% | +48.3% |
| 1Y | +58.4% | -4.1% | +62.5% | +59.6% |
| 3Y | +92.3% | +17.4% | +74.9% | +75.7% |
| 5Y | +221.8% | -27.0% | +248.8% | +248.5% |
| All | +668.4% | +122.5% | +545.9% | +613.9% |
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 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