+8,627.7%
WFC vs TER
+14,183.4%
-5,555.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | -0.2% |
| 7D | +3.8% | +0.6% | +3.2% | +3.6% |
| 30D | +1.5% | -8.3% | +9.8% | +2.8% |
| 3M | +10.9% | -12.2% | +23.1% | +10.8% |
| 6M | +8.4% | +17.1% | -8.6% | +0.4% |
| YTD | -1.9% | +84.7% | -86.5% | -17.8% |
| 1Y | +12.3% | +199.9% | -187.6% | -16.0% |
| 3Y | +132.3% | +232.8% | -100.4% | +63.6% |
| 5Y | +130.1% | +198.6% | -68.5% | +61.6% |
| 10Y | +134.4% | +1,669.7% | -1,535.4% | +12.2% |
| All | +8,627.7% | +14,183.4% | -5,555.7% | +2,081.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling