+1,251.0%
BE vs WFC
+125.2%
+1,125.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.2% | +11.9% | +11.2% |
| 7D | +29.8% | +1.1% | +28.7% | +28.6% |
| 30D | +26.4% | +0.8% | +25.6% | +25.5% |
| 3M | +9.3% | +9.3% | +0.1% | +2.5% |
| 6M | +105.1% | +10.6% | +94.4% | +87.9% |
| YTD | +219.0% | -4.1% | +223.1% | +225.9% |
| 1Y | +418.8% | +13.6% | +405.2% | +369.7% |
| 3Y | +1,784.6% | +130.7% | +1,653.8% | +902.8% |
| 5Y | +1,251.0% | +126.7% | +1,124.2% | +598.8% |
| All | +1,251.0% | +125.2% | +1,125.8% | +598.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling