+2,771.1%
NOW vs WFC
+302.6%
+2,468.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.8% | -3.3% |
| 7D | -2.4% | +3.8% | -6.2% | -3.7% |
| 30D | +20.5% | +1.5% | +19.0% | +19.7% |
| 3M | +18.3% | +10.9% | +7.5% | +13.7% |
| 6M | +24.1% | +8.4% | +15.6% | +19.5% |
| YTD | -7.8% | -1.9% | -5.9% | -8.2% |
| 1Y | -21.4% | +12.3% | -33.7% | -25.8% |
| 3Y | +19.5% | +132.3% | -112.8% | -15.1% |
| 5Y | +4.1% | +130.1% | -126.0% | -26.8% |
| 10Y | +826.4% | +134.4% | +692.0% | +488.7% |
| All | +2,771.1% | +302.6% | +2,468.6% | +1,169.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling