-2.1%
SUI vs WTW
+6.3%
-8.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.6% |
| 7D | -1.5% | +2.0% | -3.5% | -1.9% |
| 30D | +3.7% | +12.9% | -9.1% | +1.6% |
| 3M | -0.4% | +0.7% | -1.1% | -0.8% |
| 6M | -2.8% | +39.5% | -42.2% | -7.3% |
| YTD | -1.6% | +3.1% | -4.7% | -2.6% |
| 1Y | -2.1% | +4.8% | -6.8% | -3.4% |
| All | -2.1% | +6.3% | -8.4% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling