+84.7%
WDC vs SUI
-3.0%
+87.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.2% | +7.5% |
| 7D | -3.2% | -2.4% | -0.8% | -5.6% |
| 30D | -19.0% | +3.3% | -22.4% | -14.9% |
| 3M | -28.4% | +0.7% | -29.1% | -26.3% |
| 6M | -39.2% | -4.1% | -35.1% | -38.0% |
| YTD | +82.1% | -1.8% | +83.9% | +84.8% |
| 1Y | +84.7% | -4.1% | +88.7% | +91.5% |
| All | +84.7% | -3.0% | +87.7% | +91.5% |
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