+58.5%
AMAT vs WFC
+1.3%
+57.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.8% | +9.5% | +10.7% |
| 7D | -1.1% | +0.1% | -1.2% | -0.9% |
| 30D | -26.9% | +2.9% | -29.8% | -27.4% |
| 3M | -31.2% | -1.4% | -29.8% | -30.7% |
| 6M | -14.7% | +14.3% | -29.1% | -19.7% |
| YTD | +44.7% | -6.2% | +50.9% | +50.4% |
| All | +58.5% | +1.3% | +57.2% | +51.7% |
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