-32.9%
SUI vs WTW
+54.0%
-86.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.5% |
| 7D | -3.1% | -2.7% | -0.4% | -2.1% |
| 30D | -2.3% | -5.6% | +3.3% | -0.3% |
| 3M | -2.8% | +26.5% | -29.3% | -11.6% |
| 6M | -12.4% | +8.1% | -20.5% | -15.7% |
| YTD | -3.3% | -0.3% | -3.0% | -4.3% |
| 1Y | -5.8% | -0.9% | -5.0% | -6.7% |
| 3Y | +12.5% | +66.6% | -54.1% | -15.3% |
| 5Y | -32.9% | +54.0% | -86.8% | -47.1% |
| All | -32.9% | +54.0% | -86.9% | -47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling