+265.2%
SU vs WEC
+146.6%
+118.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.2% | -0.6% | +2.8% | +2.3% |
| 30D | +8.4% | -2.6% | +11.1% | +9.0% |
| 3M | +12.1% | -6.0% | +18.1% | +13.3% |
| 6M | +19.7% | -5.4% | +25.1% | +20.7% |
| YTD | +58.4% | +2.5% | +55.9% | +57.4% |
| 1Y | +67.2% | -0.7% | +68.0% | +67.0% |
| 3Y | +125.0% | +38.7% | +86.3% | +109.5% |
| 5Y | +355.1% | +31.7% | +323.4% | +326.4% |
| All | +265.2% | +146.6% | +118.6% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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