+126.3%
WFC vs SPXU
-80.6%
+206.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.7% |
| 7D | +2.5% | -7.6% | +10.1% | +0.2% |
| 30D | +7.0% | +5.3% | +1.7% | +9.3% |
| 3M | -1.8% | +9.6% | -11.4% | +1.9% |
| 6M | +18.4% | -4.5% | +22.9% | +18.3% |
| YTD | -5.6% | -25.9% | +20.3% | -12.2% |
| 1Y | +3.9% | -28.9% | +32.7% | -4.4% |
| 3Y | +126.3% | -80.5% | +206.8% | +53.9% |
| All | +126.3% | -80.6% | +206.9% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling