+145.0%
WFC vs SU
+267.2%
-122.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | +0.4% | +2.2% | -1.9% | -0.4% |
| 30D | +1.5% | +8.4% | -6.9% | -1.5% |
| 3M | +10.2% | +12.1% | -1.9% | +5.1% |
| 6M | +18.8% | +19.7% | -0.9% | +9.7% |
| YTD | -1.5% | +58.4% | -59.9% | -18.6% |
| 1Y | +13.5% | +67.2% | -53.7% | -8.3% |
| 3Y | +135.0% | +125.0% | +9.9% | +65.4% |
| 5Y | +130.1% | +355.1% | -225.0% | +14.2% |
| All | +145.0% | +267.2% | -122.3% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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