+93.3%
GWW vs SUI
+18.2%
+75.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +3.6% | -1.5% | +5.0% | +3.9% |
| 30D | +12.1% | +3.7% | +8.4% | +11.2% |
| 3M | +12.9% | -0.4% | +13.3% | +12.8% |
| 6M | +19.3% | -2.8% | +22.1% | +19.6% |
| YTD | +48.7% | -1.6% | +50.3% | +48.7% |
| 1Y | +60.5% | -2.1% | +62.6% | +60.6% |
| 3Y | +93.3% | +18.5% | +74.8% | +81.3% |
| All | +93.3% | +18.2% | +75.1% | +81.3% |
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 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