+4.6%
WMT vs SUI
-5.1%
+9.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +0.1% | -3.1% | +3.2% | +0.7% |
| 30D | -5.0% | -2.3% | -2.6% | -4.6% |
| 3M | -11.3% | -2.8% | -8.5% | -10.8% |
| 6M | -13.8% | -12.4% | -1.4% | -12.0% |
| YTD | -4.2% | -3.3% | -0.9% | -3.7% |
| 1Y | +4.6% | -5.8% | +10.4% | +5.9% |
| All | +4.6% | -5.1% | +9.6% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling