+88.5%
WDC vs SUI
-3.0%
+91.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -4.0% |
| 7D | +12.1% | -1.5% | +13.6% | +10.4% |
| 30D | -18.8% | +3.7% | -22.5% | -14.2% |
| 3M | -39.3% | -0.4% | -38.9% | -38.1% |
| 6M | -40.1% | -2.8% | -37.4% | -38.7% |
| YTD | +71.8% | -1.6% | +73.4% | +76.4% |
| 1Y | +88.5% | -2.1% | +90.5% | +96.2% |
| All | +88.5% | -3.0% | +91.5% | +96.2% |
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