-7.7%
SUI vs WTW
-4.1%
-3.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -0.8% |
| 7D | -4.3% | -7.1% | +2.8% | -3.2% |
| 30D | -2.1% | -8.5% | +6.4% | -0.8% |
| 3M | -6.1% | +20.6% | -26.7% | -9.1% |
| 6M | -12.8% | +7.2% | -20.0% | -14.3% |
| YTD | -4.6% | -3.9% | -0.8% | -4.4% |
| 1Y | -7.7% | -3.6% | -4.1% | -7.5% |
| All | -7.7% | -4.1% | -3.6% | -7.5% |
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