+1.7%
WFC vs FLEX
+27.1%
-25.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.7% | -0.2% |
| 7D | -1.3% | +2.2% | -3.5% | -1.5% |
| 30D | +3.6% | -32.6% | +36.2% | +5.6% |
| 3M | -1.3% | -35.5% | +34.2% | +0.8% |
| 6M | +18.0% | -45.6% | +63.5% | +20.8% |
| YTD | -5.9% | +30.7% | -36.6% | -15.7% |
| All | +1.7% | +27.1% | -25.4% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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