+7,577.3%
WCN vs SUI
+1,802.5%
+5,774.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | +2.9% | +6.2% | -3.3% | +1.0% |
| 30D | +22.1% | +8.6% | +13.5% | +19.1% |
| 3M | +13.2% | +1.0% | +12.2% | +12.8% |
| 6M | +23.7% | -2.6% | +26.3% | +24.6% |
| YTD | +8.7% | -0.1% | +8.9% | +8.5% |
| 1Y | +15.3% | +0.5% | +14.9% | +14.9% |
| 3Y | +46.0% | +15.3% | +30.8% | +37.3% |
| 5Y | +45.9% | -26.1% | +72.1% | +54.8% |
| 10Y | +311.1% | +117.8% | +193.2% | +206.2% |
| All | +7,577.3% | +1,802.5% | +5,774.7% | +2,638.1% |
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