+305.6%
WM vs SUI
+110.1%
+195.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.3% | -2.8% | +2.5% | +0.7% |
| 30D | -2.4% | -1.2% | -1.2% | -2.0% |
| 3M | +0.4% | -1.7% | +2.2% | +1.0% |
| 6M | -9.5% | -10.5% | +1.0% | -6.2% |
| YTD | +0.5% | -1.8% | +2.3% | +0.8% |
| 1Y | -1.1% | -4.1% | +3.0% | -0.1% |
| 3Y | +46.0% | +11.3% | +34.8% | +37.1% |
| 5Y | +51.8% | -32.1% | +83.9% | +69.5% |
| All | +305.6% | +110.1% | +195.6% | +207.9% |
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 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