+10,760.6%
SU vs WWD
+15,007.2%
-4,246.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.6% |
| 7D | +2.2% | -2.6% | +4.8% | +3.1% |
| 30D | +8.4% | -6.9% | +15.4% | +10.9% |
| 3M | +12.1% | -13.0% | +25.1% | +16.3% |
| 6M | +19.7% | -12.5% | +32.1% | +21.8% |
| YTD | +58.4% | +11.8% | +46.6% | +47.3% |
| 1Y | +67.2% | +41.1% | +26.2% | +42.2% |
| 3Y | +125.0% | +163.1% | -38.0% | +49.4% |
| 5Y | +355.1% | +187.6% | +167.4% | +185.8% |
| 10Y | +263.7% | +494.6% | -230.9% | +74.5% |
| All | +10,760.6% | +15,007.2% | -4,246.6% | +3,200.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling