+226.2%
WAT vs SUI
+115.7%
+110.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | -1.1% | +6.2% | -7.3% | -3.4% |
| 30D | +5.0% | +8.6% | -3.6% | +1.4% |
| 3M | +14.5% | +1.0% | +13.5% | +13.5% |
| 6M | +30.9% | -2.6% | +33.5% | +31.3% |
| YTD | +20.5% | -0.1% | +20.6% | +19.4% |
| 1Y | +23.3% | +0.5% | +22.8% | +21.9% |
| 3Y | +81.5% | +15.3% | +66.2% | +68.1% |
| 5Y | +33.4% | -26.1% | +59.5% | +43.1% |
| All | +226.2% | +115.7% | +110.4% | +171.2% |
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 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