+125.6%
WFC vs TE
+13.2%
+112.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.5% | +7.5% | +0.4% |
| 7D | +1.7% | -13.6% | +15.3% | +2.6% |
| 30D | +6.8% | -37.7% | +44.5% | +9.5% |
| 3M | -3.0% | -59.8% | +56.8% | +1.8% |
| 6M | +15.4% | -66.3% | +81.7% | +20.1% |
| YTD | -5.9% | -70.5% | +64.6% | -2.8% |
| 1Y | +1.7% | -48.8% | +50.5% | -0.3% |
| All | +125.6% | +13.2% | +112.3% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling