+6,581.2%
WCN vs SUI
+1,770.0%
+4,811.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | -0.6% | -2.8% | +2.2% | +0.2% |
| 30D | +0.4% | -1.2% | +1.6% | +0.7% |
| 3M | +7.3% | -1.7% | +9.1% | +7.8% |
| 6M | -2.5% | -10.5% | +8.0% | +0.7% |
| YTD | -5.4% | -1.8% | -3.5% | -5.1% |
| 1Y | -8.5% | -4.1% | -4.4% | -7.6% |
| 3Y | +20.8% | +11.3% | +9.5% | +14.5% |
| 5Y | +30.0% | -32.1% | +62.1% | +41.4% |
| 10Y | +238.4% | +110.4% | +128.0% | +154.5% |
| All | +6,581.2% | +1,770.0% | +4,811.1% | +2,294.8% |
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