+1.8%
WFC vs BA
-10.4%
+12.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.1% |
| 7D | -1.3% | -1.4% | +0.1% | -1.0% |
| 30D | +3.6% | -7.9% | +11.5% | +4.9% |
| 3M | -1.3% | -25.2% | +23.9% | +3.6% |
| 6M | +18.0% | -26.7% | +44.7% | +24.1% |
| YTD | -5.9% | -19.6% | +13.7% | -3.8% |
| 1Y | +1.8% | -10.6% | +12.4% | +2.4% |
| All | +1.8% | -10.4% | +12.2% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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