+121.2%
SUI vs WTW
+218.5%
-97.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.1% |
| 7D | -1.5% | +2.0% | -3.5% | -2.3% |
| 30D | +3.7% | +12.9% | -9.1% | -1.5% |
| 3M | -0.4% | +0.7% | -1.1% | -0.9% |
| 6M | -2.8% | +39.5% | -42.2% | -16.2% |
| YTD | -1.6% | +3.1% | -4.7% | -4.6% |
| 1Y | -2.1% | +4.8% | -6.8% | -5.8% |
| 3Y | +18.5% | +42.9% | -24.5% | -2.8% |
| 5Y | -26.5% | +55.3% | -81.8% | -42.6% |
| All | +121.2% | +218.5% | -97.3% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 10y: compounded portfolio wealth divided by compounded WTW 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…
10y analysis · Full analysis span regression · 6 months rolling