+132.1%
WFC vs PAAS
+197.3%
-65.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.2% |
| 7D | +1.1% | +2.0% | -0.9% | +0.9% |
| 30D | +0.8% | -0.1% | +0.9% | +0.7% |
| 3M | +9.3% | +8.2% | +1.0% | +8.6% |
| 6M | +10.6% | -13.8% | +24.4% | +11.1% |
| YTD | -4.1% | -0.6% | -3.4% | -4.7% |
| 1Y | +13.6% | +44.0% | -30.4% | +10.3% |
| 3Y | +130.7% | +246.6% | -115.8% | +111.1% |
| 5Y | +126.7% | +116.1% | +10.6% | +109.6% |
| 10Y | +132.1% | +202.7% | -70.6% | +114.9% |
| All | +132.1% | +197.3% | -65.2% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling