+188.9%
WSM vs SUI
-32.0%
+220.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -3.3% | -2.8% | -0.4% | -2.0% |
| 30D | -8.4% | -1.2% | -7.2% | -8.0% |
| 3M | +9.7% | -1.7% | +11.4% | +10.1% |
| 6M | +16.7% | -10.5% | +27.2% | +22.2% |
| YTD | +28.7% | -1.8% | +30.5% | +28.9% |
| 1Y | +13.7% | -4.1% | +17.7% | +14.8% |
| 3Y | +230.1% | +11.3% | +218.8% | +199.9% |
| All | +188.9% | -32.0% | +220.8% | +248.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling