+113.2%
WDC vs SUI
+1.6%
+111.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -11.9% | -1.3% |
| 7D | -18.3% | +10.0% | -28.3% | -9.2% |
| 30D | -26.7% | +8.4% | -35.1% | -19.3% |
| 3M | -40.9% | +0.7% | -41.6% | -39.4% |
| 6M | -26.8% | -0.9% | -25.8% | -23.4% |
| YTD | +88.2% | +0.6% | +87.5% | +97.8% |
| 1Y | +113.2% | +0.8% | +112.4% | +125.6% |
| All | +113.2% | +1.6% | +111.5% | +125.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling