+2.5%
WFC vs TE
-16.5%
+19.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.8% | +2.3% |
| 7D | +4.5% | +3.8% | +0.7% | +4.4% |
| 30D | +7.4% | -26.2% | +33.6% | +8.0% |
| 3M | -0.5% | -49.7% | +49.2% | +0.9% |
| 6M | +11.7% | -46.5% | +58.2% | +12.0% |
| YTD | -4.6% | -59.1% | +54.5% | -3.9% |
| 1Y | +2.5% | -25.8% | +28.3% | +0.7% |
| All | +2.5% | -16.5% | +19.0% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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