+356.1%
SHW vs SUI
+115.7%
+240.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.7% |
| 7D | +3.5% | +6.2% | -2.8% | +0.7% |
| 30D | +9.2% | +8.6% | +0.7% | +5.2% |
| 3M | -5.1% | +1.0% | -6.1% | -5.6% |
| 6M | +6.8% | -2.6% | +9.4% | +7.9% |
| YTD | +7.0% | -0.1% | +7.1% | +6.6% |
| 1Y | +4.1% | +0.5% | +3.6% | +3.5% |
| 3Y | +41.1% | +15.3% | +25.8% | +28.8% |
| 5Y | +12.9% | -26.1% | +39.0% | +25.0% |
| All | +356.1% | +115.7% | +240.4% | +272.8% |
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 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