+928.6%
WDC vs SUI
-32.0%
+960.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.9% |
| 7D | +1.7% | -2.8% | +4.6% | +2.3% |
| 30D | -10.0% | -1.2% | -8.8% | -9.8% |
| 3M | -18.8% | -1.7% | -17.0% | -19.1% |
| 6M | +79.0% | -10.5% | +89.5% | +82.7% |
| YTD | +171.6% | -1.8% | +173.4% | +169.2% |
| 1Y | +417.4% | -4.1% | +421.5% | +415.6% |
| 3Y | +1,251.8% | +11.3% | +1,240.5% | +1,146.8% |
| All | +928.6% | -32.0% | +960.6% | +1,039.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling