+125.4%
WFC vs WM
+48.5%
+76.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | +4.5% | +5.9% | -1.4% | +3.9% |
| 30D | +7.4% | +15.4% | -8.0% | +5.8% |
| 3M | -0.5% | +6.3% | -6.9% | -1.2% |
| 6M | +11.7% | +5.6% | +6.1% | +10.8% |
| YTD | -4.6% | +9.9% | -14.6% | -6.1% |
| 1Y | +2.5% | +20.8% | -18.3% | -0.6% |
| All | +125.4% | +48.5% | +76.9% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling