+3,574.2%
WFC vs SUI
+4,037.5%
-463.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +3.8% | -2.8% | +6.6% | +5.4% |
| 30D | +1.5% | -1.2% | +2.7% | +2.0% |
| 3M | +10.9% | -1.7% | +12.6% | +11.3% |
| 6M | +8.4% | -10.5% | +18.9% | +14.5% |
| YTD | -1.9% | -1.8% | 0.0% | -1.9% |
| 1Y | +12.3% | -4.1% | +16.4% | +13.5% |
| 3Y | +132.3% | +11.3% | +121.1% | +107.9% |
| 5Y | +130.1% | -32.1% | +162.2% | +164.1% |
| 10Y | +134.4% | +110.4% | +23.9% | +27.1% |
| All | +3,574.2% | +4,037.5% | -463.3% | +372.3% |
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