+102.2%
WFC vs IOT
+61.2%
+41.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +1.1% | +2.8% | -1.7% | +0.7% |
| 30D | +0.8% | -1.8% | +2.6% | +0.9% |
| 3M | +9.3% | +17.9% | -8.6% | +6.9% |
| 6M | +10.6% | +13.5% | -2.9% | +8.1% |
| YTD | -4.1% | +13.3% | -17.3% | -6.7% |
| 1Y | +13.6% | -3.3% | +16.9% | +12.1% |
| 3Y | +130.7% | +31.3% | +99.4% | +114.4% |
| All | +102.2% | +61.2% | +41.0% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IOT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling