+132.8%
WFC vs BBY
+38.5%
+94.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +0.3% | +0.7% | -0.4% | +0.1% |
| 30D | +2.3% | +5.8% | -3.5% | +0.9% |
| 3M | +9.8% | +18.0% | -8.3% | +5.2% |
| 6M | +15.6% | +39.8% | -24.3% | +5.5% |
| YTD | -2.4% | +35.4% | -37.8% | -10.3% |
| 1Y | +13.8% | +21.4% | -7.6% | +7.2% |
| All | +132.8% | +38.5% | +94.3% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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