+3,634.6%
WM vs SUI
+4,171.7%
-537.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | +4.5% | +8.8% | -4.3% | +2.0% |
| 30D | +16.1% | +8.9% | +7.1% | +13.3% |
| 3M | +8.0% | +2.0% | +6.0% | +7.4% |
| 6M | +8.4% | -0.6% | +9.1% | +8.5% |
| YTD | +11.2% | +1.3% | +9.9% | +10.5% |
| 1Y | +22.3% | +1.3% | +21.1% | +21.5% |
| 3Y | +50.2% | +16.3% | +34.0% | +41.4% |
| 5Y | +63.3% | -25.1% | +88.3% | +71.7% |
| 10Y | +355.0% | +121.1% | +234.0% | +247.3% |
| All | +3,634.6% | +4,171.7% | -537.1% | +1,457.0% |
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