+86.2%
SU vs WCN
+16.1%
+70.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.6% |
| 7D | -7.1% | +6.7% | -13.8% | -7.3% |
| 30D | +4.8% | +24.3% | -19.6% | +3.6% |
| 3M | +12.5% | +16.1% | -3.6% | +12.0% |
| 6M | +6.5% | +19.9% | -13.5% | +5.4% |
| YTD | +65.8% | +10.1% | +55.7% | +65.5% |
| 1Y | +86.2% | +14.4% | +71.7% | +86.3% |
| All | +86.2% | +16.1% | +70.1% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling