+125.4%
SU vs WCC
+121.8%
+3.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.3% |
| 7D | +1.7% | +1.7% | 0.0% | +1.4% |
| 30D | +9.6% | -6.1% | +15.7% | +10.4% |
| 3M | +11.7% | +3.1% | +8.6% | +10.7% |
| 6M | +21.9% | +28.2% | -6.3% | +15.8% |
| YTD | +58.6% | +41.1% | +17.5% | +47.7% |
| 1Y | +66.5% | +61.3% | +5.2% | +50.5% |
| All | +125.4% | +121.8% | +3.5% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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