+487.9%
WWD vs SUI
+108.4%
+379.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +1.3% | -2.8% | +4.1% | +2.5% |
| 30D | -7.2% | -1.2% | -6.0% | -6.8% |
| 3M | -3.8% | -1.7% | -2.1% | -3.6% |
| 6M | -9.9% | -10.5% | +0.6% | -6.0% |
| YTD | +14.8% | -1.8% | +16.7% | +14.9% |
| 1Y | +42.1% | -4.1% | +46.2% | +43.2% |
| 3Y | +170.8% | +11.3% | +159.5% | +145.1% |
| 5Y | +197.5% | -32.1% | +229.6% | +244.3% |
| All | +487.9% | +108.4% | +379.5% | +432.8% |
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