+47.8%
WCN vs SUI
-26.4%
+74.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.6% | -1.5% | +4.1% | +3.0% |
| 30D | +23.9% | +3.7% | +20.2% | +22.7% |
| 3M | +17.4% | -0.4% | +17.8% | +17.5% |
| 6M | +28.0% | -2.8% | +30.8% | +28.9% |
| YTD | +11.6% | -1.6% | +13.2% | +11.8% |
| 1Y | +16.9% | -2.1% | +18.9% | +17.2% |
| 3Y | +51.6% | +18.5% | +33.1% | +41.5% |
| All | +47.8% | -26.4% | +74.3% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling