+162.3%
WAB vs SUI
+12.1%
+150.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -3.2% | -2.8% | -0.4% | -2.6% |
| 30D | -4.4% | -1.2% | -3.3% | -4.2% |
| 3M | +7.9% | -1.7% | +9.6% | +8.0% |
| 6M | +8.7% | -10.5% | +19.2% | +11.4% |
| YTD | +33.0% | -1.8% | +34.8% | +33.1% |
| 1Y | +46.7% | -4.1% | +50.7% | +47.5% |
| All | +162.3% | +12.1% | +150.2% | +152.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling