+2.5%
WFC vs UUUU
-55.1%
+57.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.1% | +2.3% |
| 7D | +4.5% | -14.4% | +18.9% | +5.3% |
| 30D | +7.4% | -33.6% | +41.0% | +9.4% |
| 3M | -0.5% | -44.2% | +43.6% | +2.0% |
| 6M | +11.7% | -66.8% | +78.5% | +17.3% |
| YTD | -4.6% | -50.6% | +46.0% | -5.4% |
| 1Y | +2.5% | -57.8% | +60.3% | +3.4% |
| All | +2.5% | -55.1% | +57.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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