+337.7%
SHW vs SUI
+123.0%
+214.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +1.9% | -1.5% | +3.4% | +2.6% |
| 30D | +8.1% | +3.7% | +4.3% | +6.3% |
| 3M | -2.8% | -0.4% | -2.4% | -2.6% |
| 6M | +15.0% | -2.8% | +17.8% | +16.3% |
| YTD | +9.0% | -1.6% | +10.6% | +9.4% |
| 1Y | +4.5% | -2.1% | +6.5% | +5.1% |
| 3Y | +41.9% | +18.5% | +23.4% | +27.7% |
| 5Y | +10.7% | -26.5% | +37.3% | +23.1% |
| All | +337.7% | +123.0% | +214.7% | +241.1% |
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