+11.3%
WFC vs TER
+213.3%
-202.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.2% | -6.4% | -2.5% |
| 7D | +1.1% | +11.0% | -9.9% | +0.5% |
| 30D | +0.8% | -1.9% | +2.7% | +0.8% |
| 3M | +9.3% | -0.7% | +9.9% | +7.9% |
| 6M | +10.6% | +36.4% | -25.7% | +4.4% |
| YTD | -4.1% | +92.4% | -96.5% | -11.2% |
| All | +11.3% | +213.3% | -202.0% | +2.7% |
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