+90.7%
WFC vs PAAS
+48.6%
+42.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +2.5% | -8.9% | +11.4% | +3.2% |
| 30D | +7.0% | -11.4% | +18.4% | +7.9% |
| 3M | -1.8% | -20.4% | +18.7% | -0.3% |
| 6M | +18.4% | -40.7% | +59.1% | +22.3% |
| YTD | -5.6% | -26.9% | +21.3% | -4.6% |
| 1Y | +3.9% | -3.1% | +6.9% | +2.6% |
| 3Y | +126.3% | +199.3% | -72.9% | +99.3% |
| All | +90.7% | +48.6% | +42.1% | +74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling