+4,027.3%
WAB vs SUI
+3,124.8%
+902.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.9% |
| 7D | -2.5% | +8.8% | -11.2% | -6.4% |
| 30D | -4.4% | +8.9% | -13.3% | -8.6% |
| 3M | -5.9% | +2.0% | -8.0% | -7.4% |
| 6M | +5.9% | -0.6% | +6.6% | +5.0% |
| YTD | +30.9% | +1.3% | +29.6% | +28.3% |
| 1Y | +35.8% | +1.3% | +34.5% | +33.1% |
| 3Y | +154.0% | +16.3% | +137.7% | +126.0% |
| 5Y | +203.9% | -25.1% | +228.9% | +228.1% |
| 10Y | +286.7% | +121.1% | +165.7% | +126.7% |
| All | +4,027.3% | +3,124.8% | +902.5% | +537.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling