+10.8%
WBD vs SUI
+104.3%
-93.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | -0.7% | -3.1% | +2.4% | +0.6% |
| 30D | +5.0% | -2.3% | +7.3% | +5.9% |
| 3M | +6.2% | -2.8% | +9.1% | +7.1% |
| 6M | +0.6% | -12.4% | +13.0% | +5.6% |
| YTD | -2.4% | -3.3% | +0.9% | -1.8% |
| 1Y | +127.7% | -5.8% | +133.5% | +131.4% |
| 3Y | +148.4% | +12.5% | +135.9% | +133.4% |
| 5Y | +4.2% | -32.9% | +37.1% | +14.9% |
| 10Y | +10.8% | +104.4% | -93.6% | -1.2% |
| All | +10.8% | +104.3% | -93.6% | -1.2% |
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