+21.1%
WST vs SUI
+15.1%
+5.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.3% | +2.2% |
| 7D | -3.1% | +6.2% | -9.3% | -4.4% |
| 30D | +9.1% | +8.6% | +0.5% | +6.9% |
| 3M | +14.7% | +1.0% | +13.7% | +14.2% |
| 6M | +28.0% | -2.6% | +30.6% | +28.4% |
| YTD | +45.6% | -0.1% | +45.8% | +45.0% |
| 1Y | +45.7% | +0.5% | +45.2% | +44.9% |
| 3Y | +21.1% | +15.3% | +5.8% | +11.8% |
| All | +21.1% | +15.1% | +5.9% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling