-39.3%
WU vs SUI
+123.0%
-162.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +1.1% |
| 7D | -2.0% | -1.5% | -0.6% | -1.6% |
| 30D | +11.4% | +3.7% | +7.7% | +10.2% |
| 3M | -6.8% | -0.4% | -6.4% | -6.7% |
| 6M | -14.6% | -2.8% | -11.9% | -14.0% |
| YTD | -20.6% | -1.6% | -19.0% | -20.5% |
| 1Y | -15.4% | -2.1% | -13.3% | -15.2% |
| 3Y | -23.6% | +18.5% | -42.1% | -28.6% |
| 5Y | -43.4% | -26.5% | -16.9% | -39.8% |
| All | -39.3% | +123.0% | -162.3% | -47.8% |
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 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