+127.9%
WFC vs UUUU
+111.0%
+16.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.3% |
| 7D | +0.3% | -5.0% | +5.3% | +0.7% |
| 30D | +2.3% | -7.8% | +10.1% | +2.9% |
| 3M | +9.8% | -0.4% | +10.2% | +9.1% |
| 6M | +15.6% | -32.9% | +48.4% | +18.3% |
| YTD | -2.4% | -6.3% | +3.8% | -4.9% |
| 1Y | +13.8% | +7.9% | +5.9% | +7.7% |
| 3Y | +134.6% | +85.2% | +49.5% | +99.0% |
| 5Y | +127.9% | +97.0% | +31.0% | +86.0% |
| All | +127.9% | +111.0% | +16.9% | +86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling