+2,469.1%
WEC vs SUI
+4,037.5%
-1,568.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -0.3% | -2.8% | +2.6% | +0.5% |
| 30D | -1.3% | -1.2% | -0.1% | -1.0% |
| 3M | -3.9% | -1.7% | -2.2% | -3.6% |
| 6M | -8.3% | -10.5% | +2.2% | -5.7% |
| YTD | +3.1% | -1.8% | +4.9% | +3.3% |
| 1Y | +1.9% | -4.1% | +6.0% | +2.7% |
| 3Y | +41.9% | +11.3% | +30.7% | +36.3% |
| 5Y | +30.8% | -32.1% | +62.9% | +40.9% |
| 10Y | +141.9% | +110.4% | +31.5% | +97.8% |
| All | +2,469.1% | +4,037.5% | -1,568.5% | +1,247.7% |
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