+327.7%
BE vs WFC
+13.6%
+314.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -4.2% |
| 7D | +23.9% | +0.4% | +23.5% | +23.3% |
| 30D | +27.8% | +2.5% | +25.4% | +25.5% |
| 3M | +3.7% | +10.0% | -6.3% | -2.7% |
| 6M | +78.0% | +15.1% | +62.9% | +56.1% |
| YTD | +209.9% | -2.2% | +212.1% | +223.1% |
| All | +327.7% | +13.6% | +314.1% | +278.2% |
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