+461.1%
WWD vs SUI
+117.1%
+344.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | +0.4% | +3.4% | -3.0% | -1.1% |
| 30D | -0.4% | +4.6% | -5.0% | -2.7% |
| 3M | -6.1% | +1.6% | -7.7% | -7.2% |
| 6M | -9.5% | -3.5% | -6.1% | -9.1% |
| YTD | +10.8% | -1.0% | +11.8% | +9.9% |
| 1Y | +23.5% | -1.7% | +25.3% | +22.9% |
| 3Y | +151.3% | +18.4% | +132.9% | +119.8% |
| 5Y | +187.8% | -26.3% | +214.2% | +217.6% |
| 10Y | +461.1% | +123.3% | +337.8% | +413.9% |
| All | +461.1% | +117.1% | +344.0% | +413.9% |
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 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