+125.4%
WFC vs NET
+314.6%
-189.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.5% |
| 7D | +4.5% | -16.4% | +20.9% | +6.4% |
| 30D | +7.4% | -25.8% | +33.2% | +10.6% |
| 3M | -0.5% | -11.5% | +11.0% | +0.1% |
| 6M | +11.7% | +18.9% | -7.2% | +7.3% |
| YTD | -4.6% | +35.2% | -39.9% | -11.1% |
| 1Y | +2.5% | +14.5% | -11.9% | -2.0% |
| All | +125.4% | +314.6% | -189.1% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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