+117.8%
WCC vs SUI
-25.2%
+143.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.7% | -10.2% | -9.8% |
| 7D | -21.9% | +8.8% | -30.6% | -24.7% |
| 30D | -25.4% | +8.9% | -34.3% | -28.5% |
| 3M | -23.1% | +2.0% | -25.1% | -24.4% |
| 6M | -18.1% | -0.6% | -17.4% | -19.3% |
| YTD | +17.7% | +1.3% | +16.3% | +14.4% |
| 1Y | +12.4% | +1.3% | +11.1% | +9.3% |
| 3Y | +105.9% | +16.3% | +89.6% | +78.0% |
| All | +117.8% | -25.2% | +143.0% | +161.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling