+754.4%
WDC vs SUI
+17.8%
+736.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.4% |
| 7D | -16.7% | +3.4% | -20.2% | -16.0% |
| 30D | -27.2% | +4.6% | -31.8% | -26.3% |
| 3M | -34.0% | +1.6% | -35.6% | -33.4% |
| 6M | -39.7% | -3.5% | -36.3% | -39.2% |
| YTD | +68.1% | -1.0% | +69.1% | +68.9% |
| 1Y | +66.3% | -1.7% | +68.0% | +67.3% |
| 3Y | +754.4% | +18.4% | +736.1% | +734.1% |
| All | +754.4% | +17.8% | +736.6% | +734.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling