+465.9%
WCC vs SUI
+118.5%
+347.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | 0.0% | +8.1% | +8.1% |
| 7D | -5.7% | +3.0% | -8.7% | -7.4% |
| 30D | -13.5% | +5.6% | -19.0% | -16.6% |
| 3M | -12.9% | +0.9% | -13.8% | -14.4% |
| 6M | -10.7% | -2.6% | -8.1% | -11.6% |
| YTD | +30.0% | -0.1% | +30.1% | +26.5% |
| 1Y | +24.7% | -1.4% | +26.1% | +22.1% |
| 3Y | +136.6% | +19.8% | +116.8% | +100.8% |
| 5Y | +143.9% | -25.8% | +169.7% | +170.3% |
| 10Y | +465.9% | +118.1% | +347.8% | +434.1% |
| All | +465.9% | +118.5% | +347.4% | +434.1% |
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