+18.3%
NOW vs WFC
+132.3%
-114.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.8% | -3.2% |
| 7D | -2.4% | +3.8% | -6.2% | -3.4% |
| 30D | +20.5% | +1.5% | +19.0% | +19.9% |
| 3M | +18.3% | +10.9% | +7.5% | +14.7% |
| 6M | +24.1% | +8.4% | +15.6% | +20.6% |
| YTD | -7.8% | -1.9% | -5.9% | -7.6% |
| 1Y | -21.4% | +12.3% | -33.7% | -25.1% |
| All | +18.3% | +132.3% | -114.0% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling