+185.7%
WEC vs SUI
+118.5%
+67.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.2% | +3.0% | -2.8% | -1.0% |
| 30D | +12.9% | +5.6% | +7.4% | +10.4% |
| 3M | +9.8% | +0.9% | +8.9% | +9.1% |
| 6M | +6.7% | -2.6% | +9.3% | +7.5% |
| YTD | +14.0% | -0.1% | +14.1% | +13.3% |
| 1Y | +7.3% | -1.4% | +8.8% | +7.3% |
| 3Y | +63.8% | +19.8% | +44.0% | +48.4% |
| 5Y | +54.8% | -25.8% | +80.5% | +67.6% |
| 10Y | +185.7% | +118.1% | +67.6% | +80.8% |
| All | +185.7% | +118.5% | +67.2% | +80.8% |
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