+346.7%
SHW vs SUI
+120.9%
+225.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.5% |
| 7D | -2.1% | -2.4% | +0.3% | -1.0% |
| 30D | +11.1% | +3.3% | +7.8% | +9.5% |
| 3M | -2.2% | +0.7% | -2.8% | -2.5% |
| 6M | +14.3% | -4.1% | +18.5% | +16.3% |
| YTD | +10.6% | -1.8% | +12.4% | +11.1% |
| 1Y | +4.1% | -4.1% | +8.1% | +5.7% |
| 3Y | +42.9% | +17.4% | +25.5% | +29.2% |
| 5Y | +14.2% | -27.0% | +41.2% | +27.3% |
| 10Y | +346.7% | +121.2% | +225.5% | +248.3% |
| All | +346.7% | +120.9% | +225.8% | +248.3% |
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 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