+1,383.3%
SUI vs WTW
+1,172.0%
+211.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.6% |
| 7D | +3.4% | +1.6% | +1.8% | +2.8% |
| 30D | +4.6% | +12.4% | -7.8% | -0.2% |
| 3M | +1.6% | -2.6% | +4.2% | +2.5% |
| 6M | -3.5% | +30.8% | -34.2% | -13.9% |
| YTD | -1.0% | +2.3% | -3.3% | -3.7% |
| 1Y | -1.7% | +4.9% | -6.6% | -5.5% |
| 3Y | +18.4% | +43.9% | -25.5% | -1.1% |
| 5Y | -26.3% | +53.8% | -80.2% | -40.6% |
| 10Y | +123.3% | +212.8% | -89.4% | +32.0% |
| All | +1,383.3% | +1,172.0% | +211.3% | +539.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling