+130.7%
WFC vs BN
+79.0%
+51.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.3% | -1.0% |
| 7D | +1.1% | -1.2% | +2.2% | +1.6% |
| 30D | +0.8% | -10.9% | +11.7% | +6.2% |
| 3M | +9.3% | -11.1% | +20.3% | +15.1% |
| 6M | +10.6% | -4.4% | +15.0% | +11.7% |
| YTD | -4.1% | -14.1% | +10.1% | +1.7% |
| 1Y | +13.6% | -11.1% | +24.6% | +17.9% |
| 3Y | +130.7% | +75.6% | +55.2% | +80.5% |
| All | +130.7% | +79.0% | +51.7% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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