+117.7%
WFC vs PAAS
+182.2%
-64.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | +1.2% | +8.4% | -7.2% | +0.7% |
| 30D | +5.2% | -7.2% | +12.4% | +5.6% |
| 3M | -3.0% | -14.0% | +11.0% | -2.3% |
| 6M | +6.2% | -26.8% | +33.0% | +7.8% |
| YTD | -7.9% | -19.8% | +11.9% | -7.6% |
| 1Y | +0.3% | +22.8% | -22.6% | -2.4% |
| 3Y | +117.7% | +183.6% | -65.9% | +92.3% |
| All | +117.7% | +182.2% | -64.4% | +92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling