+1.8%
WFC vs WM
+21.2%
-19.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | -1.3% | +0.8% | -2.0% | -1.3% |
| 30D | +3.6% | +13.8% | -10.2% | +3.4% |
| 3M | -1.3% | +6.4% | -7.7% | -1.6% |
| 6M | +18.0% | +13.2% | +4.8% | +17.5% |
| YTD | -5.9% | +10.8% | -16.6% | -7.0% |
| 1Y | +1.8% | +20.2% | -18.4% | +0.4% |
| All | +1.8% | +21.2% | -19.4% | +0.4% |
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