+528.7%
WDC vs SUI
-26.3%
+555.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.3% |
| 7D | -28.0% | +6.2% | -34.2% | -28.6% |
| 30D | -34.9% | +8.6% | -43.5% | -36.0% |
| 3M | -41.6% | +1.0% | -42.6% | -41.8% |
| 6M | -45.4% | -2.6% | -42.8% | -45.5% |
| YTD | +53.3% | -0.1% | +53.4% | +51.2% |
| 1Y | +61.5% | +0.5% | +61.1% | +58.9% |
| 3Y | +712.3% | +15.3% | +697.1% | +637.0% |
| All | +528.7% | -26.3% | +555.0% | +622.9% |
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