+9,845.3%
WST vs SUI
+4,171.7%
+5,673.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | -5.8% | +8.8% | -14.6% | -8.4% |
| 30D | +5.3% | +8.9% | -3.6% | +2.2% |
| 3M | +11.8% | +2.0% | +9.8% | +10.7% |
| 6M | +26.7% | -0.6% | +27.3% | +26.3% |
| YTD | +43.0% | +1.3% | +41.6% | +41.3% |
| 1Y | +38.9% | +1.3% | +37.6% | +37.3% |
| 3Y | +18.2% | +16.3% | +1.9% | +9.6% |
| 5Y | -1.5% | -25.1% | +23.5% | +4.8% |
| 10Y | +439.0% | +121.1% | +317.9% | +290.4% |
| All | +9,845.3% | +4,171.7% | +5,673.6% | +3,294.8% |
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 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