-26.4%
NOW vs WFC
+87.9%
-114.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -3.0% | +1.2% | -4.2% | -3.4% |
| 30D | -26.0% | +5.2% | -31.2% | -27.5% |
| 3M | -13.1% | -3.0% | -10.1% | -12.5% |
| 6M | +14.5% | +6.2% | +8.3% | +11.0% |
| YTD | -33.4% | -7.9% | -25.5% | -32.2% |
| 1Y | -40.6% | +0.3% | -40.9% | -41.8% |
| 3Y | -16.3% | +117.7% | -134.0% | -43.1% |
| All | -26.4% | +87.9% | -114.3% | -46.2% |
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 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