+1,924.6%
NOW vs WFC
+286.0%
+1,638.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -8.7% | +0.9% | -9.6% | -9.0% |
| 30D | -29.3% | +3.3% | -32.5% | -30.2% |
| 3M | -21.8% | -1.4% | -20.4% | -21.8% |
| 6M | +9.2% | +14.7% | -5.5% | +3.3% |
| YTD | -35.0% | -5.9% | -29.1% | -34.5% |
| 1Y | -42.5% | +1.8% | -44.4% | -43.8% |
| 3Y | -21.5% | +124.9% | -146.4% | -43.7% |
| 5Y | -25.8% | +92.7% | -118.5% | -44.6% |
| 10Y | +506.3% | +118.2% | +388.1% | +300.4% |
| All | +1,924.6% | +286.0% | +1,638.6% | +805.6% |
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