+12.3%
WFC vs TE
+132.3%
-120.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.8% |
| 7D | +3.8% | -4.0% | +7.8% | +3.9% |
| 30D | +1.5% | -15.9% | +17.4% | +1.9% |
| 3M | +10.9% | -60.5% | +71.4% | +13.4% |
| 6M | +8.4% | -35.2% | +43.6% | +8.5% |
| YTD | -1.9% | -31.1% | +29.3% | -2.6% |
| 1Y | +12.3% | +148.6% | -136.3% | +10.3% |
| All | +12.3% | +132.3% | -120.0% | +10.3% |
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