+138.1%
WFC vs SUI
+108.4%
+29.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +3.8% | -2.8% | +6.6% | +4.9% |
| 30D | +1.5% | -1.2% | +2.7% | +1.9% |
| 3M | +10.9% | -1.7% | +12.6% | +11.2% |
| 6M | +8.4% | -10.5% | +18.9% | +12.6% |
| YTD | -1.9% | -1.8% | 0.0% | -1.8% |
| 1Y | +12.3% | -4.1% | +16.4% | +13.3% |
| 3Y | +132.3% | +11.3% | +121.1% | +115.5% |
| 5Y | +130.1% | -32.1% | +162.2% | +159.2% |
| All | +138.1% | +108.4% | +29.7% | +125.5% |
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