+338.3%
SU vs WCC
+224.0%
+114.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.9% | -0.9% |
| 7D | +2.2% | +1.5% | +0.7% | +1.9% |
| 30D | +8.4% | -2.1% | +10.6% | +8.7% |
| 3M | +12.1% | +3.8% | +8.3% | +10.4% |
| 6M | +19.7% | +35.0% | -15.3% | +10.0% |
| YTD | +58.4% | +46.4% | +12.1% | +42.3% |
| 1Y | +67.2% | +63.0% | +4.2% | +45.4% |
| 3Y | +125.0% | +133.9% | -8.9% | +68.9% |
| All | +338.3% | +224.0% | +114.3% | +165.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling