+147.0%
WCC vs SUI
-27.1%
+174.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.6% |
| 7D | +3.3% | -2.4% | +5.8% | +4.2% |
| 30D | -9.4% | +3.3% | -12.8% | -11.4% |
| 3M | -10.5% | +0.7% | -11.2% | -11.7% |
| 6M | -10.4% | -4.1% | -6.3% | -10.5% |
| YTD | +34.4% | -1.8% | +36.2% | +32.2% |
| 1Y | +27.7% | -4.1% | +31.7% | +27.1% |
| 3Y | +137.9% | +17.4% | +120.5% | +102.7% |
| 5Y | +147.0% | -27.0% | +174.1% | +199.4% |
| All | +147.0% | -27.1% | +174.1% | +199.4% |
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 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