+360.5%
BE vs WFC
+13.8%
+346.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +6.8% |
| 7D | +20.0% | +3.8% | +16.2% | +17.0% |
| 30D | +7.9% | +1.5% | +6.4% | +6.9% |
| 3M | -13.2% | +10.9% | -24.1% | -18.5% |
| 6M | +53.5% | +8.4% | +45.0% | +44.4% |
| YTD | +191.0% | -1.9% | +192.9% | +201.4% |
| 1Y | +360.5% | +12.3% | +348.2% | +318.0% |
| All | +360.5% | +13.8% | +346.7% | +318.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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