+8,077.9%
AMD vs WFC
+130.3%
+7,947.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.2% | +12.6% | +13.8% |
| 7D | +6.5% | +0.9% | +5.6% | +6.4% |
| 30D | -15.3% | +3.3% | -18.5% | -16.3% |
| 3M | +9.7% | -1.4% | +11.2% | +10.2% |
| 6M | +13.2% | +14.7% | -1.5% | +6.1% |
| YTD | +140.6% | -5.9% | +146.5% | +143.6% |
| 1Y | +111.2% | +1.8% | +109.3% | +106.6% |
| 3Y | +334.4% | +124.9% | +209.5% | +198.6% |
| 5Y | +268.3% | +92.7% | +175.6% | +168.4% |
| 10Y | +8,077.9% | +118.2% | +7,959.7% | +6,218.2% |
| All | +8,077.9% | +130.3% | +7,947.7% | +6,218.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling