-41.8%
NOW vs WFC
+1.6%
-43.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.7% | +1.7% | -3.4% | -1.7% |
| 30D | -27.4% | +6.8% | -34.2% | -27.4% |
| 3M | -19.4% | -3.0% | -16.4% | -19.3% |
| 6M | +13.1% | +15.4% | -2.3% | +12.8% |
| YTD | -34.3% | -5.9% | -28.4% | -33.3% |
| 1Y | -41.8% | +1.7% | -43.4% | -42.9% |
| All | -41.8% | +1.6% | -43.3% | -42.9% |
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