+1,380.5%
WCC vs SUI
+1,571.3%
-190.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.7% | -10.2% | -9.9% |
| 7D | -21.9% | +8.8% | -30.6% | -25.9% |
| 30D | -25.4% | +8.9% | -34.3% | -29.7% |
| 3M | -23.1% | +2.0% | -25.1% | -25.1% |
| 6M | -18.1% | -0.6% | -17.4% | -20.0% |
| YTD | +17.7% | +1.3% | +16.3% | +13.1% |
| 1Y | +12.4% | +1.3% | +11.1% | +8.0% |
| 3Y | +105.9% | +16.3% | +89.6% | +77.2% |
| 5Y | +116.8% | -25.1% | +141.8% | +137.5% |
| 10Y | +456.1% | +121.1% | +335.0% | +215.3% |
| All | +1,380.5% | +1,571.3% | -190.8% | +128.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling