+1,591.1%
WCC vs SUI
+1,507.4%
+83.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +14.2% | -3.8% | +18.1% | +16.6% |
| 30D | -9.8% | +3.9% | -13.8% | -12.8% |
| 3M | -10.1% | +0.2% | -10.3% | -11.7% |
| 6M | -9.4% | -4.2% | -5.2% | -9.9% |
| YTD | +34.4% | -2.5% | +36.9% | +32.0% |
| 1Y | +23.3% | -4.0% | +27.3% | +22.1% |
| 3Y | +137.9% | +16.5% | +121.4% | +104.2% |
| 5Y | +144.0% | -27.2% | +171.2% | +171.3% |
| 10Y | +442.5% | +119.6% | +322.9% | +209.0% |
| All | +1,591.1% | +1,507.4% | +83.7% | +166.1% |
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