+9.2%
SUI vs GWRE
+51.5%
-42.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -1.0% |
| 7D | -4.3% | -26.2% | +21.9% | -2.3% |
| 30D | -2.1% | -17.8% | +15.6% | -1.1% |
| 3M | -6.1% | +14.2% | -20.3% | -7.8% |
| 6M | -12.8% | -12.9% | +0.1% | -12.7% |
| YTD | -4.6% | -29.2% | +24.6% | -2.5% |
| 1Y | -7.7% | -44.4% | +36.7% | -2.8% |
| All | +9.2% | +51.5% | -42.3% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 3y: compounded portfolio wealth divided by compounded GWRE 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…
3y analysis · Full analysis span regression · 6 months rolling