+1,370.8%
SUI vs WTW
+1,174.9%
+195.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.5% |
| 7D | -2.8% | -2.6% | -0.2% | -1.8% |
| 30D | -1.2% | -1.0% | -0.2% | -0.9% |
| 3M | -1.7% | +29.9% | -31.7% | -11.9% |
| 6M | -10.5% | +10.7% | -21.2% | -15.1% |
| YTD | -1.8% | +2.6% | -4.4% | -4.6% |
| 1Y | -4.1% | +2.8% | -6.8% | -7.0% |
| 3Y | +11.3% | +67.3% | -56.0% | -12.8% |
| 5Y | -32.1% | +56.6% | -88.7% | -45.7% |
| 10Y | +110.4% | +204.1% | -93.6% | +25.5% |
| All | +1,370.8% | +1,174.9% | +195.9% | +534.2% |
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