-21.9%
WU vs SUI
+1,049.6%
-1,071.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -0.8% | -2.8% | +2.0% | +0.2% |
| 30D | -1.1% | -1.2% | +0.1% | -0.7% |
| 3M | -3.9% | -1.7% | -2.1% | -3.3% |
| 6M | -20.7% | -10.5% | -10.2% | -17.6% |
| YTD | -18.4% | -1.8% | -16.5% | -18.1% |
| 1Y | -8.1% | -4.1% | -4.0% | -7.3% |
| 3Y | -24.2% | +11.3% | -35.4% | -29.0% |
| 5Y | -50.4% | -32.1% | -18.3% | -45.2% |
| 10Y | -40.0% | +110.4% | -150.5% | -59.5% |
| All | -21.9% | +1,049.6% | -1,071.5% | -76.9% |
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