+3.9%
WFC vs WM
+21.5%
-17.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | +2.5% | +3.2% | -0.7% | +2.4% |
| 30D | +7.0% | +13.0% | -6.0% | +6.7% |
| 3M | -1.8% | +9.2% | -11.0% | -2.1% |
| 6M | +18.4% | +13.6% | +4.8% | +17.9% |
| YTD | -5.6% | +12.4% | -18.0% | -6.7% |
| 1Y | +3.9% | +21.2% | -17.3% | +2.2% |
| All | +3.9% | +21.5% | -17.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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