+44.9%
WAB vs SUI
+1.6%
+43.3%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.1% | +0.7% |
| 7D | +4.5% | +10.0% | -5.5% | +3.8% |
| 30D | +1.1% | +8.4% | -7.3% | 0.0% |
| 3M | -1.3% | +0.7% | -1.9% | -1.2% |
| 6M | +12.7% | -0.9% | +13.7% | +13.0% |
| YTD | +38.7% | +0.6% | +38.0% | +37.6% |
| 1Y | +44.9% | +0.8% | +44.2% | +44.0% |
| All | +44.9% | +1.6% | +43.3% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling