+1.5%
WFC vs PAAS
+18.2%
-16.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.0% | +1.6% |
| 7D | +0.1% | +8.8% | -8.7% | -0.5% |
| 30D | +2.9% | -8.5% | +11.4% | +3.3% |
| 3M | -1.4% | -17.0% | +15.6% | -0.6% |
| 6M | +14.3% | -27.9% | +42.2% | +15.9% |
| YTD | -6.2% | -17.5% | +11.3% | -6.9% |
| All | +1.5% | +18.2% | -16.7% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling