+494.7%
WCC vs SUI
+108.4%
+386.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.0% |
| 7D | +4.5% | -2.8% | +7.3% | +5.9% |
| 30D | -5.8% | -1.2% | -4.6% | -5.4% |
| 3M | -3.7% | -1.7% | -1.9% | -4.0% |
| 6M | +23.1% | -10.5% | +33.5% | +28.7% |
| YTD | +44.2% | -1.8% | +46.0% | +43.1% |
| 1Y | +62.1% | -4.1% | +66.2% | +62.5% |
| 3Y | +121.1% | +11.3% | +109.9% | +97.6% |
| 5Y | +214.0% | -32.1% | +246.1% | +268.6% |
| All | +494.7% | +108.4% | +386.3% | +441.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling