+0.2%
WY vs SUI
+120.9%
-120.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.4% |
| 7D | -5.4% | -3.8% | -1.6% | -2.9% |
| 30D | +7.9% | +3.9% | +3.9% | +5.2% |
| 3M | -16.6% | +0.2% | -16.8% | -16.8% |
| 6M | -11.2% | -4.2% | -7.0% | -9.0% |
| YTD | -11.3% | -2.5% | -8.8% | -10.4% |
| 1Y | -5.5% | -4.0% | -1.5% | -3.7% |
| 3Y | -25.4% | +16.5% | -41.9% | -35.5% |
| 5Y | -32.4% | -27.2% | -5.2% | -19.6% |
| All | +0.2% | +120.9% | -120.7% | -33.2% |
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 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