+434.7%
WST vs SUI
+115.7%
+319.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.3% | +2.4% |
| 7D | -3.1% | +6.2% | -9.3% | -5.1% |
| 30D | +9.1% | +8.6% | +0.5% | +5.8% |
| 3M | +14.7% | +1.0% | +13.7% | +13.9% |
| 6M | +28.0% | -2.6% | +30.6% | +28.5% |
| YTD | +45.6% | -0.1% | +45.8% | +44.6% |
| 1Y | +45.7% | +0.5% | +45.2% | +44.4% |
| 3Y | +21.1% | +15.3% | +5.8% | +11.7% |
| 5Y | +0.3% | -26.1% | +26.5% | +7.2% |
| All | +434.7% | +115.7% | +319.0% | +355.7% |
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 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