+222.5%
GWW vs SUI
-26.4%
+249.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | +3.6% | -1.5% | +5.0% | +4.0% |
| 30D | +12.1% | +3.7% | +8.4% | +10.7% |
| 3M | +12.9% | -0.4% | +13.3% | +12.8% |
| 6M | +19.3% | -2.8% | +22.1% | +19.7% |
| YTD | +48.7% | -1.6% | +50.3% | +48.5% |
| 1Y | +60.5% | -2.1% | +62.6% | +60.5% |
| 3Y | +93.3% | +18.5% | +74.8% | +75.8% |
| All | +222.5% | -26.4% | +249.0% | +261.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling