+10,301.7%
SHW vs SUI
+4,171.7%
+6,129.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | +5.7% | +8.8% | -3.0% | +2.8% |
| 30D | +8.7% | +8.9% | -0.3% | +5.5% |
| 3M | -5.4% | +2.0% | -7.4% | -6.0% |
| 6M | +12.2% | -0.6% | +12.9% | +12.4% |
| YTD | +8.5% | +1.3% | +7.1% | +7.8% |
| 1Y | +4.9% | +1.3% | +3.7% | +4.3% |
| 3Y | +42.8% | +16.3% | +26.6% | +33.7% |
| 5Y | +14.5% | -25.1% | +39.5% | +23.2% |
| 10Y | +373.0% | +121.1% | +251.9% | +254.5% |
| All | +10,301.7% | +4,171.7% | +6,129.9% | +3,548.7% |
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