+132.9%
WFC vs WM
+46.1%
+86.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | +3.8% | -0.3% | +4.1% | +3.8% |
| 30D | +1.5% | -2.4% | +3.8% | +1.7% |
| 3M | +10.9% | +0.4% | +10.4% | +10.6% |
| 6M | +8.4% | -9.5% | +17.9% | +9.5% |
| YTD | -1.9% | +0.5% | -2.4% | -2.5% |
| 1Y | +12.3% | -1.1% | +13.4% | +11.9% |
| All | +132.9% | +46.1% | +86.8% | +114.9% |
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