+298.2%
WBD vs SUI
+962.7%
-664.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -1.8% | -2.8% | +1.0% | -0.7% |
| 30D | +8.8% | -1.2% | +10.0% | +9.2% |
| 3M | +4.6% | -1.7% | +6.4% | +5.0% |
| 6M | +1.1% | -10.5% | +11.5% | +5.1% |
| YTD | -2.0% | -1.8% | -0.1% | -1.9% |
| 1Y | +140.0% | -4.1% | +144.1% | +142.2% |
| 3Y | +144.4% | +11.3% | +133.1% | +131.0% |
| 5Y | -0.2% | -32.1% | +31.9% | +13.0% |
| 10Y | +9.1% | +110.4% | -101.3% | -24.1% |
| All | +298.2% | +962.7% | -664.5% | +14.5% |
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