+135.0%
WFC vs BNY
+287.0%
-152.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.4% | -1.3% | +1.7% | +1.4% |
| 30D | +1.5% | -0.2% | +1.7% | +1.6% |
| 3M | +10.2% | +14.9% | -4.7% | -1.1% |
| 6M | +18.8% | +40.0% | -21.2% | -8.9% |
| YTD | -1.5% | +42.0% | -43.5% | -25.5% |
| 1Y | +13.5% | +56.9% | -43.3% | -20.7% |
| 3Y | +135.0% | +289.9% | -154.9% | -12.3% |
| All | +135.0% | +287.0% | -152.1% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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