+21,665.8%
WSM vs SUI
+4,110.5%
+17,555.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +0.9% | +3.0% | -2.2% | -0.6% |
| 30D | +8.6% | +5.6% | +3.0% | +5.5% |
| 3M | +4.2% | +0.9% | +3.3% | +3.5% |
| 6M | +44.6% | -2.6% | +47.2% | +45.7% |
| YTD | +48.5% | -0.1% | +48.6% | +47.3% |
| 1Y | +34.7% | -1.4% | +36.1% | +34.4% |
| 3Y | +271.0% | +19.8% | +251.3% | +224.4% |
| 5Y | +180.9% | -25.8% | +206.7% | +212.3% |
| 10Y | +1,235.4% | +118.1% | +1,117.3% | +720.3% |
| All | +21,665.8% | +4,110.5% | +17,555.3% | +3,326.7% |
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