+135.0%
WFC vs AU
+577.5%
-442.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +0.4% | -4.3% | +4.6% | +0.5% |
| 30D | +1.5% | +7.3% | -5.8% | +1.2% |
| 3M | +10.2% | +26.3% | -16.1% | +9.2% |
| 6M | +18.8% | +1.8% | +17.0% | +18.2% |
| YTD | -1.5% | +26.8% | -28.3% | -2.7% |
| 1Y | +13.5% | +66.7% | -53.1% | +11.4% |
| 3Y | +135.0% | +579.1% | -444.1% | +105.8% |
| All | +135.0% | +577.5% | -442.5% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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