+1.7%
WFC vs TER
+46.6%
-45.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | 0.0% |
| 7D | +1.7% | +24.0% | -22.2% | +0.5% |
| 30D | +6.8% | -30.6% | +37.5% | +8.6% |
| 3M | -3.0% | -34.5% | +31.5% | -1.2% |
| 6M | +15.4% | -26.4% | +41.8% | +14.1% |
| YTD | -5.9% | +36.4% | -42.3% | -18.2% |
| 1Y | +1.7% | +47.4% | -45.8% | -13.9% |
| All | +1.7% | +46.6% | -45.0% | -13.9% |
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