+10,155.3%
SHW vs SUI
+4,109.4%
+6,045.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | +3.5% | +6.2% | -2.8% | +1.4% |
| 30D | +9.2% | +8.6% | +0.7% | +6.2% |
| 3M | -5.1% | +1.0% | -6.1% | -5.4% |
| 6M | +6.8% | -2.6% | +9.4% | +7.7% |
| YTD | +7.0% | -0.1% | +7.1% | +6.8% |
| 1Y | +4.1% | +0.5% | +3.6% | +3.8% |
| 3Y | +41.1% | +15.3% | +25.8% | +32.4% |
| 5Y | +12.9% | -26.1% | +39.0% | +22.1% |
| 10Y | +366.3% | +117.8% | +248.5% | +251.3% |
| All | +10,155.3% | +4,109.4% | +6,045.9% | +3,516.0% |
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