+14.5%
WCC vs SUI
-0.1%
+14.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +1.4% |
| 7D | -14.7% | +6.2% | -20.9% | -11.9% |
| 30D | -20.1% | +8.6% | -28.6% | -16.9% |
| 3M | -21.2% | +1.0% | -22.2% | -19.8% |
| 6M | -19.2% | -2.6% | -16.6% | -17.7% |
| YTD | +20.2% | -0.1% | +20.3% | +22.7% |
| 1Y | +14.5% | +0.5% | +14.0% | +17.2% |
| All | +14.5% | -0.1% | +14.6% | +17.2% |
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