+8,288.9%
GWW vs SUI
+4,109.4%
+4,179.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.3% |
| 7D | +6.0% | +6.2% | -0.2% | +4.0% |
| 30D | +14.0% | +8.6% | +5.4% | +10.9% |
| 3M | +12.5% | +1.0% | +11.6% | +11.9% |
| 6M | +23.6% | -2.6% | +26.2% | +24.1% |
| YTD | +43.6% | -0.1% | +43.7% | +42.8% |
| 1Y | +52.5% | +0.5% | +52.0% | +51.3% |
| 3Y | +92.6% | +15.3% | +77.3% | +79.3% |
| 5Y | +219.0% | -26.1% | +245.2% | +239.8% |
| 10Y | +713.8% | +117.8% | +596.0% | +495.2% |
| All | +8,288.9% | +4,109.4% | +4,179.4% | +2,611.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling