+86.2%
SU vs WWD
+27.2%
+59.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.8% |
| 7D | -7.1% | +7.3% | -14.4% | -6.0% |
| 30D | +4.8% | -2.0% | +6.7% | +4.6% |
| 3M | +12.5% | -12.6% | +25.1% | +10.6% |
| 6M | +6.5% | -8.4% | +14.9% | +5.1% |
| YTD | +65.8% | +8.2% | +57.6% | +62.2% |
| 1Y | +86.2% | +26.5% | +59.6% | +81.9% |
| All | +86.2% | +27.2% | +59.0% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling