+770.0%
WDC vs SUI
+18.2%
+751.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -4.8% |
| 7D | +12.1% | -1.5% | +13.6% | +11.7% |
| 30D | -18.8% | +3.7% | -22.5% | -17.9% |
| 3M | -39.3% | -0.4% | -38.9% | -38.9% |
| 6M | -40.1% | -2.8% | -37.4% | -39.8% |
| YTD | +71.8% | -1.6% | +73.4% | +72.5% |
| 1Y | +88.5% | -2.1% | +90.5% | +89.4% |
| 3Y | +770.0% | +18.5% | +751.5% | +747.6% |
| All | +770.0% | +18.2% | +751.8% | +747.6% |
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