+12.3%
WFC vs TER
+203.7%
-191.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.6% | +0.6% |
| 7D | +3.8% | +0.6% | +3.2% | +3.7% |
| 30D | +1.5% | -8.3% | +9.8% | +1.9% |
| 3M | +10.9% | -12.2% | +23.1% | +10.5% |
| 6M | +8.4% | +17.0% | -8.6% | +3.8% |
| YTD | -1.9% | +84.6% | -86.5% | -8.5% |
| 1Y | +12.3% | +199.8% | -187.5% | +5.1% |
| All | +12.3% | +203.7% | -191.4% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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