+21,032.0%
WSM vs SUI
+4,109.4%
+16,922.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.0% |
| 7D | +0.5% | +6.2% | -5.7% | -2.5% |
| 30D | +6.0% | +8.6% | -2.6% | +1.4% |
| 3M | +3.2% | +1.0% | +2.2% | +2.4% |
| 6M | +37.1% | -2.6% | +39.7% | +38.2% |
| YTD | +44.2% | -0.1% | +44.3% | +43.1% |
| 1Y | +34.2% | +0.5% | +33.7% | +32.6% |
| 3Y | +249.3% | +15.3% | +234.0% | +211.7% |
| 5Y | +169.3% | -26.1% | +195.4% | +200.2% |
| 10Y | +1,241.2% | +117.8% | +1,123.4% | +723.8% |
| All | +21,032.0% | +4,109.4% | +16,922.6% | +3,227.3% |
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