+322.4%
WCN vs SUI
+120.9%
+201.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +1.2% | -3.8% | +5.0% | +2.5% |
| 30D | +26.4% | +3.9% | +22.5% | +24.9% |
| 3M | +17.5% | +0.2% | +17.3% | +17.4% |
| 6M | +28.7% | -4.2% | +32.9% | +30.4% |
| YTD | +11.5% | -2.5% | +14.1% | +12.1% |
| 1Y | +15.9% | -4.0% | +19.9% | +17.0% |
| 3Y | +51.6% | +16.5% | +35.0% | +41.0% |
| 5Y | +47.9% | -27.2% | +75.1% | +59.7% |
| All | +322.4% | +120.9% | +201.5% | +251.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling