+682.0%
WDC vs SUI
+120.9%
+561.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.4% |
| 7D | +16.3% | -3.8% | +20.1% | +17.8% |
| 30D | -18.3% | +3.9% | -22.2% | -20.1% |
| 3M | -31.4% | +0.2% | -31.7% | -32.2% |
| 6M | -36.3% | -4.2% | -32.1% | -36.8% |
| YTD | +80.8% | -2.5% | +83.4% | +77.2% |
| 1Y | +87.7% | -4.0% | +91.7% | +85.0% |
| 3Y | +819.4% | +16.5% | +802.9% | +694.7% |
| 5Y | +583.2% | -27.2% | +610.4% | +643.3% |
| All | +682.0% | +120.9% | +561.1% | +428.1% |
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 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