+43.3%
AMAT vs WFC
-0.7%
+44.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.4% |
| 7D | -14.7% | +1.2% | -16.0% | -14.8% |
| 30D | -36.1% | +5.2% | -41.3% | -36.9% |
| 3M | -36.9% | -3.0% | -33.8% | -36.0% |
| 6M | -22.2% | +6.2% | -28.4% | -24.1% |
| YTD | +29.9% | -7.9% | +37.8% | +35.8% |
| 1Y | +43.3% | +0.3% | +43.0% | +37.1% |
| All | +43.3% | -0.7% | +44.0% | +37.1% |
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