+1.7%
WFC vs ALL
+31.1%
-29.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.3% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +6.8% | +12.8% | -6.0% | +5.2% |
| 3M | -3.0% | +4.7% | -7.7% | -3.9% |
| 6M | +15.4% | +24.9% | -9.5% | +11.1% |
| YTD | -5.9% | +30.0% | -35.9% | -10.2% |
| 1Y | +1.7% | +29.9% | -28.3% | -3.0% |
| All | +1.7% | +31.1% | -29.5% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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