+118.2%
WFC vs SUI
+117.1%
+1.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +2.5% |
| 7D | +0.9% | +3.4% | -2.6% | -0.5% |
| 30D | +3.3% | +4.6% | -1.4% | +1.3% |
| 3M | -1.4% | +1.6% | -3.0% | -2.3% |
| 6M | +14.7% | -3.5% | +18.2% | +15.6% |
| YTD | -5.9% | -1.0% | -4.9% | -6.4% |
| 1Y | +1.8% | -1.7% | +3.6% | +1.6% |
| 3Y | +124.9% | +18.4% | +106.5% | +102.4% |
| 5Y | +92.7% | -26.3% | +119.1% | +109.9% |
| 10Y | +118.2% | +123.3% | -5.1% | +89.1% |
| All | +118.2% | +117.1% | +1.1% | +89.1% |
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