+3,591.6%
WM vs SUI
+4,142.3%
-550.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.2% | -3.5% | +0.1% |
| 7D | +5.9% | +10.0% | -4.1% | +3.0% |
| 30D | +15.4% | +8.4% | +7.0% | +12.8% |
| 3M | +6.3% | +0.7% | +5.7% | +6.1% |
| 6M | +5.6% | -0.9% | +6.5% | +5.8% |
| YTD | +9.9% | +0.6% | +9.3% | +9.4% |
| 1Y | +20.8% | +0.8% | +20.1% | +20.2% |
| 3Y | +48.5% | +15.5% | +33.0% | +40.1% |
| 5Y | +60.6% | -25.9% | +86.4% | +69.4% |
| 10Y | +349.8% | +119.5% | +230.2% | +244.0% |
| All | +3,591.6% | +4,142.3% | -550.7% | +1,442.1% |
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