+998.6%
WSM vs SUI
+104.3%
+894.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | +2.6% | -3.1% | +5.7% | +4.2% |
| 30D | -9.5% | -2.3% | -7.2% | -8.5% |
| 3M | +12.9% | -2.8% | +15.7% | +14.0% |
| 6M | +23.0% | -12.4% | +35.4% | +31.1% |
| YTD | +28.9% | -3.3% | +32.2% | +30.2% |
| 1Y | +13.7% | -5.8% | +19.5% | +16.0% |
| 3Y | +232.6% | +12.5% | +220.1% | +197.5% |
| 5Y | +185.9% | -32.9% | +218.7% | +240.4% |
| 10Y | +998.6% | +104.4% | +894.2% | +837.0% |
| All | +998.6% | +104.3% | +894.3% | +837.0% |
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