+13.7%
WSM vs SUI
-5.1%
+18.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +2.6% | -3.1% | +5.7% | +3.3% |
| 30D | -9.5% | -2.3% | -7.2% | -9.1% |
| 3M | +12.9% | -2.8% | +15.7% | +13.3% |
| 6M | +23.0% | -12.4% | +35.4% | +25.7% |
| YTD | +28.9% | -3.3% | +32.2% | +29.9% |
| 1Y | +13.7% | -5.8% | +19.5% | +16.0% |
| All | +13.7% | -5.1% | +18.7% | +16.0% |
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 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