+326.4%
WM vs SUI
+117.1%
+209.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +1.2% | +3.4% | -2.3% | -0.1% |
| 30D | +13.7% | +4.6% | +9.1% | +11.9% |
| 3M | +5.2% | +1.6% | +3.6% | +4.6% |
| 6M | +11.2% | -3.5% | +14.6% | +12.4% |
| YTD | +9.4% | -1.0% | +10.4% | +9.4% |
| 1Y | +20.4% | -1.7% | +22.1% | +20.6% |
| 3Y | +44.7% | +18.4% | +26.3% | +33.1% |
| 5Y | +58.5% | -26.3% | +84.8% | +71.5% |
| 10Y | +326.4% | +123.3% | +203.0% | +219.6% |
| All | +326.4% | +117.1% | +209.2% | +219.6% |
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