+523.5%
WMT vs SUI
+117.1%
+406.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | +0.6% | +3.4% | -2.9% | -0.2% |
| 30D | +12.8% | +4.6% | +8.1% | +11.6% |
| 3M | +11.7% | +1.6% | +10.1% | +11.2% |
| 6M | -3.5% | -3.5% | 0.0% | -3.0% |
| YTD | +13.4% | -1.0% | +14.4% | +13.3% |
| 1Y | +23.6% | -1.7% | +25.3% | +23.6% |
| 3Y | +133.9% | +18.4% | +115.5% | +122.2% |
| 5Y | +170.1% | -26.3% | +196.5% | +181.7% |
| 10Y | +523.5% | +123.3% | +400.2% | +384.2% |
| All | +523.5% | +117.1% | +406.4% | +384.2% |
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