+1,087.0%
WSM vs SUI
+120.9%
+966.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.7% | -4.1% |
| 7D | -3.2% | -3.8% | +0.6% | -1.2% |
| 30D | +4.6% | +3.9% | +0.7% | +2.5% |
| 3M | +2.4% | +0.2% | +2.2% | +2.1% |
| 6M | +43.7% | -4.2% | +47.8% | +46.0% |
| YTD | +42.1% | -2.5% | +44.6% | +42.7% |
| 1Y | +32.3% | -4.0% | +36.3% | +33.8% |
| 3Y | +253.0% | +16.5% | +236.5% | +209.8% |
| 5Y | +161.3% | -27.2% | +188.5% | +198.0% |
| All | +1,087.0% | +120.9% | +966.1% | +859.0% |
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