+61.4%
AMAT vs WFC
+2.7%
+58.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -3.9% |
| 7D | -11.2% | +4.5% | -15.7% | -12.4% |
| 30D | -31.9% | +7.4% | -39.2% | -33.4% |
| 3M | -32.3% | -0.5% | -31.8% | -32.2% |
| 6M | -5.4% | +11.7% | -17.1% | -9.8% |
| YTD | +44.3% | -4.6% | +48.9% | +49.0% |
| 1Y | +61.4% | +2.5% | +58.8% | +54.3% |
| All | +61.4% | +2.7% | +58.7% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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