+9,845.7%
SHW vs SUI
+4,037.5%
+5,808.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | -3.2% | -2.8% | -0.4% | -2.3% |
| 30D | -9.5% | -1.2% | -8.3% | -9.2% |
| 3M | +11.5% | -1.7% | +13.2% | +12.0% |
| 6M | -3.5% | -10.5% | +6.9% | +0.1% |
| YTD | +3.7% | -1.8% | +5.6% | +4.2% |
| 1Y | -7.9% | -4.1% | -3.8% | -6.8% |
| 3Y | +24.7% | +11.3% | +13.4% | +18.2% |
| 5Y | +13.6% | -32.1% | +45.7% | +26.2% |
| 10Y | +283.0% | +110.4% | +172.5% | +191.4% |
| All | +9,845.7% | +4,037.5% | +5,808.1% | +3,426.6% |
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 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