+455.1%
WCC vs SUI
+115.7%
+339.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.9% |
| 7D | -14.7% | +6.2% | -20.9% | -17.5% |
| 30D | -20.1% | +8.6% | -28.6% | -24.0% |
| 3M | -21.2% | +1.0% | -22.2% | -22.6% |
| 6M | -19.2% | -2.6% | -16.6% | -20.0% |
| YTD | +20.2% | -0.1% | +20.3% | +17.0% |
| 1Y | +14.5% | +0.5% | +14.0% | +10.9% |
| 3Y | +115.1% | +15.3% | +99.9% | +86.8% |
| 5Y | +121.5% | -26.1% | +147.6% | +146.1% |
| All | +455.1% | +115.7% | +339.3% | +436.0% |
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