+13.8%
WFC vs UL
-10.0%
+23.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | -0.2% |
| 7D | +0.3% | -4.1% | +4.4% | +0.4% |
| 30D | +2.3% | -1.2% | +3.5% | +2.4% |
| 3M | +9.8% | +6.0% | +3.8% | +9.5% |
| 6M | +15.6% | -5.5% | +21.0% | +14.3% |
| YTD | -2.4% | -3.3% | +0.9% | -4.6% |
| 1Y | +13.8% | -9.8% | +23.6% | +13.1% |
| All | +13.8% | -10.0% | +23.8% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling