+13.6%
WFC vs GLXY
+13.9%
-0.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -5.0% | -2.3% |
| 7D | +1.1% | +15.5% | -14.4% | +0.4% |
| 30D | +0.8% | +34.1% | -33.3% | -0.7% |
| 3M | +9.3% | -11.3% | +20.6% | +9.4% |
| 6M | +10.6% | +31.6% | -21.0% | +6.6% |
| YTD | -4.1% | +21.0% | -25.0% | -8.7% |
| 1Y | +13.6% | +11.7% | +1.9% | +11.7% |
| All | +13.6% | +13.9% | -0.4% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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