+126.3%
WFC vs BIL
+13.8%
+112.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.8% |
| 30D | +7.0% | +0.3% | +6.6% | +8.1% |
| 3M | -1.8% | +1.0% | -2.7% | +1.9% |
| 6M | +18.4% | +1.9% | +16.5% | +28.6% |
| YTD | -5.6% | +3.2% | -8.8% | +7.3% |
| 1Y | +3.9% | +3.7% | +0.2% | +21.1% |
| 3Y | +126.3% | +13.8% | +112.5% | +103.9% |
| All | +126.3% | +13.8% | +112.5% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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