+5,928.6%
WPM vs SUI
+962.5%
+4,966.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | -2.8% | +3.9% | +2.0% |
| 30D | +26.4% | -1.2% | +27.5% | +26.8% |
| 3M | +20.8% | -1.7% | +22.6% | +21.1% |
| 6M | +1.1% | -10.5% | +11.6% | +4.4% |
| YTD | +32.5% | -1.8% | +34.3% | +32.7% |
| 1Y | +51.5% | -4.1% | +55.6% | +52.7% |
| 3Y | +267.0% | +11.3% | +255.8% | +246.9% |
| 5Y | +250.1% | -32.1% | +282.2% | +282.0% |
| 10Y | +540.4% | +110.4% | +429.9% | +354.7% |
| All | +5,928.6% | +962.5% | +4,966.1% | +2,061.3% |
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