+3,274.9%
WM vs SUI
+4,037.5%
-762.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.3% | -2.8% | +2.5% | +0.5% |
| 30D | -2.4% | -1.2% | -1.2% | -2.1% |
| 3M | +0.4% | -1.7% | +2.2% | +0.9% |
| 6M | -9.5% | -10.5% | +1.0% | -6.7% |
| YTD | +0.5% | -1.8% | +2.3% | +0.8% |
| 1Y | -1.1% | -4.1% | +3.0% | -0.2% |
| 3Y | +46.0% | +11.3% | +34.8% | +38.9% |
| 5Y | +51.8% | -32.1% | +83.9% | +64.3% |
| 10Y | +307.5% | +110.4% | +197.1% | +215.2% |
| All | +3,274.9% | +4,037.5% | -762.7% | +1,319.9% |
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 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