+1.7%
WFC vs BBWI
+1.3%
+0.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +0.9% | -4.2% | +5.1% | +1.3% |
| 30D | +3.3% | +24.9% | -21.6% | +1.3% |
| 3M | -1.4% | +13.2% | -14.6% | -2.7% |
| 6M | +14.7% | +12.1% | +2.6% | +13.1% |
| YTD | -5.9% | +11.1% | -17.0% | -6.9% |
| All | +1.7% | +1.3% | +0.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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