+305.7%
WCN vs SUI
+117.1%
+188.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | +2.6% | +3.4% | -0.8% | +1.5% |
| 30D | +25.3% | +4.6% | +20.7% | +23.6% |
| 3M | +15.2% | +1.6% | +13.6% | +14.6% |
| 6M | +26.4% | -3.5% | +29.9% | +27.7% |
| YTD | +9.9% | -1.0% | +10.9% | +9.9% |
| 1Y | +16.2% | -1.7% | +17.9% | +16.5% |
| 3Y | +49.4% | +18.4% | +31.0% | +38.3% |
| 5Y | +46.2% | -26.3% | +72.5% | +57.2% |
| 10Y | +305.7% | +123.3% | +182.4% | +235.5% |
| All | +305.7% | +117.1% | +188.6% | +235.5% |
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