+16,192.5%
WDC vs SUI
+4,037.5%
+12,155.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +1.7% | -2.8% | +4.6% | +3.0% |
| 30D | -10.0% | -1.2% | -8.8% | -9.5% |
| 3M | -18.8% | -1.7% | -17.0% | -19.4% |
| 6M | +79.0% | -10.5% | +89.5% | +84.9% |
| YTD | +171.6% | -1.8% | +173.4% | +167.8% |
| 1Y | +417.4% | -4.1% | +421.5% | +413.5% |
| 3Y | +1,251.8% | +11.3% | +1,240.5% | +1,105.7% |
| 5Y | +911.7% | -32.1% | +943.8% | +1,023.0% |
| 10Y | +1,399.6% | +110.4% | +1,289.2% | +852.8% |
| All | +16,192.5% | +4,037.5% | +12,155.0% | +3,121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling