+51.7%
WDC vs SUI
-1.1%
+52.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -3.0% |
| 7D | -28.0% | +6.2% | -34.2% | -22.7% |
| 30D | -34.9% | +8.6% | -43.5% | -28.3% |
| 3M | -41.6% | +1.0% | -42.6% | -39.6% |
| 6M | -45.4% | -2.6% | -42.8% | -43.3% |
| YTD | +53.3% | -0.1% | +53.4% | +58.9% |
| All | +51.7% | -1.1% | +52.8% | +59.0% |
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