+462.7%
WWD vs SUI
+118.5%
+344.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +4.2% | +3.0% | +1.2% | +2.7% |
| 30D | -0.8% | +5.6% | -6.3% | -3.4% |
| 3M | -8.2% | +0.9% | -9.1% | -9.0% |
| 6M | -9.8% | -2.6% | -7.3% | -9.7% |
| YTD | +10.4% | -0.1% | +10.5% | +9.1% |
| 1Y | +25.5% | -1.4% | +26.9% | +24.7% |
| 3Y | +155.8% | +19.8% | +136.0% | +122.8% |
| 5Y | +187.3% | -25.8% | +213.1% | +216.0% |
| 10Y | +462.7% | +118.1% | +344.6% | +414.6% |
| All | +462.7% | +118.5% | +344.2% | +414.6% |
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