+2.5%
WFC vs WU
-18.0%
+20.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.4% | -3.2% | +1.7% |
| 7D | +4.5% | +8.2% | -3.7% | +3.7% |
| 30D | +7.4% | +8.0% | -0.7% | +6.5% |
| 3M | -0.5% | -6.6% | +6.1% | -0.3% |
| 6M | +11.7% | -23.3% | +34.9% | +14.4% |
| YTD | -4.6% | -22.4% | +17.8% | -2.5% |
| 1Y | +2.5% | -18.0% | +20.5% | +3.8% |
| All | +2.5% | -18.0% | +20.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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