-22.5%
WU vs SUI
+1,069.6%
-1,092.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.5% |
| 7D | +11.7% | +6.2% | +5.5% | +9.3% |
| 30D | +12.6% | +8.6% | +4.0% | +9.2% |
| 3M | -0.5% | +1.0% | -1.5% | -0.9% |
| 6M | -18.2% | -2.6% | -15.6% | -17.5% |
| YTD | -19.0% | -0.1% | -18.9% | -19.3% |
| 1Y | -16.7% | +0.5% | -17.1% | -17.3% |
| 3Y | -21.0% | +15.3% | -36.3% | -26.8% |
| 5Y | -41.7% | -26.1% | -15.5% | -37.4% |
| 10Y | -35.0% | +117.8% | -152.9% | -56.6% |
| All | -22.5% | +1,069.6% | -1,092.1% | -77.2% |
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 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