+322.3%
WST vs SUI
+110.1%
+212.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.7% | -2.8% | +3.6% | +1.7% |
| 30D | -3.1% | -1.2% | -2.0% | -2.8% |
| 3M | +7.2% | -1.7% | +8.9% | +7.6% |
| 6M | +36.8% | -10.5% | +47.3% | +41.6% |
| YTD | +23.8% | -1.8% | +25.7% | +24.0% |
| 1Y | +37.8% | -4.1% | +41.9% | +38.9% |
| 3Y | -15.9% | +11.3% | -27.2% | -21.3% |
| 5Y | -25.8% | -32.1% | +6.3% | -18.7% |
| All | +322.3% | +110.1% | +212.2% | +269.2% |
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 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