+147.8%
SW vs SUI
+110.1%
+37.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | -5.1% | -2.8% | -2.3% | -4.5% |
| 30D | -4.6% | -1.2% | -3.4% | -4.3% |
| 3M | +9.4% | -1.7% | +11.1% | +9.7% |
| 6M | +3.5% | -10.5% | +14.0% | +5.7% |
| YTD | +22.0% | -1.8% | +23.9% | +22.5% |
| 1Y | +2.2% | -4.1% | +6.3% | +3.0% |
| 3Y | +19.6% | +11.3% | +8.3% | +16.5% |
| 5Y | -2.3% | -32.1% | +29.8% | +2.3% |
| All | +147.8% | +110.1% | +37.7% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling