+333.5%
WFC vs UUUU
-91.9%
+425.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.3% | -2.3% |
| 7D | +1.1% | +2.8% | -1.8% | +0.9% |
| 30D | +0.8% | +3.4% | -2.6% | +0.4% |
| 3M | +9.3% | -3.9% | +13.1% | +9.1% |
| 6M | +10.6% | -23.2% | +33.8% | +11.6% |
| YTD | -4.1% | +0.6% | -4.6% | -5.9% |
| 1Y | +13.6% | +22.9% | -9.3% | +8.8% |
| 3Y | +130.7% | +98.6% | +32.1% | +107.5% |
| 5Y | +126.7% | +130.2% | -3.5% | +96.5% |
| 10Y | +132.1% | +519.5% | -387.4% | +75.6% |
| All | +333.5% | -91.9% | +425.4% | +214.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling