+55.3%
BE vs WFC
+2.7%
+52.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -7.6% |
| 7D | -12.1% | +4.5% | -16.6% | -14.5% |
| 30D | -30.1% | +7.4% | -37.4% | -33.3% |
| 3M | -12.1% | -0.5% | -11.6% | -12.0% |
| 6M | -30.6% | +11.7% | -42.3% | -35.0% |
| YTD | +130.6% | -4.6% | +135.3% | +150.0% |
| 1Y | +55.3% | +2.5% | +52.8% | +38.1% |
| All | +55.3% | +2.7% | +52.6% | +38.1% |
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