+695.1%
WDC vs SUI
+120.9%
+574.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.2% | +8.6% |
| 7D | -3.2% | -2.4% | -0.8% | -2.5% |
| 30D | -19.0% | +3.3% | -22.4% | -20.7% |
| 3M | -28.4% | +0.7% | -29.1% | -29.3% |
| 6M | -39.2% | -4.1% | -35.1% | -39.7% |
| YTD | +82.1% | -1.8% | +83.9% | +77.9% |
| 1Y | +84.7% | -4.1% | +88.7% | +82.2% |
| 3Y | +825.6% | +17.4% | +808.2% | +698.1% |
| 5Y | +608.2% | -27.0% | +635.2% | +670.5% |
| 10Y | +695.1% | +121.2% | +573.9% | +434.1% |
| All | +695.1% | +120.9% | +574.2% | +434.1% |
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