+197.9%
WEC vs SUI
+123.0%
+74.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +2.3% | -1.5% | +3.8% | +2.9% |
| 30D | +11.1% | +3.7% | +7.3% | +9.3% |
| 3M | +8.4% | -0.4% | +8.8% | +8.4% |
| 6M | +7.5% | -2.8% | +10.3% | +8.3% |
| YTD | +15.3% | -1.6% | +16.9% | +15.4% |
| 1Y | +9.7% | -2.1% | +11.8% | +9.9% |
| 3Y | +64.7% | +18.5% | +46.2% | +49.9% |
| 5Y | +57.3% | -26.5% | +83.8% | +71.0% |
| All | +197.9% | +123.0% | +74.9% | +87.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling