+3,272.2%
WFC vs FLEX
+5,196.9%
-1,924.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.9% |
| 7D | +0.9% | -13.6% | +14.5% | +3.3% |
| 30D | +3.3% | -36.5% | +39.8% | +11.8% |
| 3M | -1.4% | -36.4% | +35.0% | +6.2% |
| 6M | +14.7% | -46.5% | +61.2% | +26.1% |
| YTD | -5.9% | +25.9% | -31.8% | -15.8% |
| 1Y | +1.8% | +19.6% | -17.7% | -8.1% |
| 3Y | +124.9% | +287.0% | -162.1% | +55.7% |
| 5Y | +92.7% | +466.6% | -373.9% | +22.3% |
| 10Y | +118.2% | +626.9% | -508.7% | +25.0% |
| All | +3,272.2% | +5,196.9% | -1,924.7% | +1,320.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling