+355.7%
SU vs WEC
+30.3%
+325.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | 0.0% |
| 7D | +1.7% | -1.3% | +2.9% | +1.9% |
| 30D | +9.6% | -0.4% | +10.0% | +9.7% |
| 3M | +11.7% | -6.8% | +18.5% | +13.3% |
| 6M | +21.9% | -6.4% | +28.3% | +23.3% |
| YTD | +58.6% | +2.5% | +56.2% | +57.4% |
| 1Y | +66.5% | -0.4% | +66.9% | +66.1% |
| 3Y | +121.4% | +38.5% | +82.9% | +102.9% |
| 5Y | +355.7% | +31.7% | +324.0% | +306.1% |
| All | +355.7% | +30.3% | +325.4% | +306.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling