+4,355.4%
WMT vs SUI
+4,109.4%
+246.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.4% |
| 7D | +1.6% | +6.2% | -4.6% | +0.3% |
| 30D | +16.1% | +8.6% | +7.5% | +14.0% |
| 3M | +12.3% | +1.0% | +11.3% | +11.9% |
| 6M | -3.1% | -2.6% | -0.5% | -2.7% |
| YTD | +13.4% | -0.1% | +13.5% | +13.1% |
| 1Y | +24.5% | +0.5% | +24.0% | +23.9% |
| 3Y | +135.7% | +15.3% | +120.4% | +125.6% |
| 5Y | +166.8% | -26.1% | +193.0% | +177.1% |
| 10Y | +543.4% | +117.8% | +425.6% | +415.8% |
| All | +4,355.4% | +4,109.4% | +246.0% | +1,705.7% |
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