+13.8%
WFC vs BIYA
-98.7%
+112.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | +0.3% | -1.3% | +1.6% | +0.3% |
| 30D | +2.3% | -15.9% | +18.2% | +2.3% |
| 3M | +9.8% | -81.2% | +91.0% | +10.2% |
| 6M | +15.6% | -88.2% | +103.8% | +15.6% |
| YTD | -2.4% | -94.1% | +91.7% | -2.3% |
| 1Y | +13.8% | -98.7% | +112.5% | +18.3% |
| All | +13.8% | -98.7% | +112.6% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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