+322.5%
WCN vs SUI
+123.0%
+199.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.6% | -1.5% | +4.1% | +3.1% |
| 30D | +23.9% | +3.7% | +20.2% | +22.5% |
| 3M | +17.4% | -0.4% | +17.8% | +17.5% |
| 6M | +28.0% | -2.8% | +30.8% | +29.0% |
| YTD | +11.6% | -1.6% | +13.2% | +11.8% |
| 1Y | +16.9% | -2.1% | +18.9% | +17.3% |
| 3Y | +51.6% | +18.5% | +33.1% | +40.2% |
| 5Y | +48.0% | -26.5% | +74.5% | +59.3% |
| All | +322.5% | +123.0% | +199.5% | +250.2% |
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