-38.7%
NOW vs WFC
+2.7%
-41.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.3% |
| 7D | -27.5% | +4.5% | -32.0% | -27.5% |
| 30D | -20.0% | +7.4% | -27.4% | -20.1% |
| 3M | -7.9% | -0.5% | -7.4% | -7.8% |
| 6M | +18.3% | +11.7% | +6.6% | +17.8% |
| YTD | -29.0% | -4.6% | -24.3% | -27.8% |
| 1Y | -38.7% | +2.5% | -41.2% | -40.2% |
| All | -38.7% | +2.7% | -41.4% | -40.2% |
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