+179.3%
WEC vs SUI
+118.9%
+60.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +3.2% | +8.8% | -5.5% | -0.2% |
| 30D | +14.7% | +8.9% | +5.7% | +10.7% |
| 3M | +10.2% | +2.0% | +8.2% | +9.1% |
| 6M | +4.5% | -0.6% | +5.1% | +4.3% |
| YTD | +15.1% | +1.3% | +13.8% | +13.8% |
| 1Y | +9.4% | +1.3% | +8.1% | +8.2% |
| 3Y | +56.9% | +16.3% | +40.6% | +44.0% |
| 5Y | +54.4% | -25.1% | +79.5% | +66.7% |
| All | +179.3% | +118.9% | +60.4% | +72.0% |
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