+431.8%
WCC vs SUI
+117.1%
+314.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | -9.9% | +3.4% | -13.4% | -11.7% |
| 30D | -13.4% | +4.6% | -18.0% | -16.2% |
| 3M | -13.5% | +1.6% | -15.1% | -15.3% |
| 6M | -10.6% | -3.5% | -7.1% | -11.2% |
| YTD | +30.1% | -1.0% | +31.1% | +27.0% |
| 1Y | +22.3% | -1.7% | +24.1% | +19.9% |
| 3Y | +130.3% | +18.4% | +111.9% | +96.3% |
| 5Y | +144.5% | -26.3% | +170.9% | +172.3% |
| 10Y | +431.8% | +123.3% | +308.5% | +368.4% |
| All | +431.8% | +117.1% | +314.7% | +368.4% |
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