-25.3%
WY vs SUI
+15.1%
-40.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.2% |
| 7D | +3.1% | +6.2% | -3.1% | 0.0% |
| 30D | +13.0% | +8.6% | +4.4% | +8.3% |
| 3M | -16.8% | +1.0% | -17.8% | -17.3% |
| 6M | -11.2% | -2.6% | -8.6% | -10.2% |
| YTD | -9.1% | -0.1% | -8.9% | -9.4% |
| 1Y | -4.8% | +0.5% | -5.2% | -5.5% |
| 3Y | -25.3% | +15.3% | -40.5% | -34.9% |
| All | -25.3% | +15.1% | -40.4% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling