+293.3%
WFC vs U
-33.1%
+326.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +1.7% | +2.8% | -1.1% | +1.5% |
| 30D | +6.8% | +7.6% | -0.8% | +6.0% |
| 3M | -3.0% | +12.7% | -15.7% | -4.2% |
| 6M | +15.4% | +87.0% | -71.6% | +8.8% |
| YTD | -5.9% | +13.6% | -19.5% | -8.6% |
| 1Y | +1.7% | +25.3% | -23.6% | -2.2% |
| 3Y | +124.9% | +85.8% | +39.1% | +102.6% |
| 5Y | +90.5% | -74.5% | +165.0% | +67.2% |
| All | +293.3% | -33.1% | +326.4% | +261.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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