+62.1%
WCC vs SUI
-2.0%
+64.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +3.8% |
| 7D | +4.5% | -2.8% | +7.3% | +4.0% |
| 30D | -5.8% | -1.2% | -4.6% | -6.0% |
| 3M | -3.7% | -1.7% | -1.9% | -4.3% |
| 6M | +23.1% | -10.5% | +33.5% | +25.2% |
| YTD | +44.2% | -1.8% | +46.0% | +43.5% |
| 1Y | +62.1% | -4.1% | +66.2% | +57.5% |
| All | +62.1% | -2.0% | +64.1% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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