+6.6%
AMD vs WFC
+5.1%
+1.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.1% | +11.0% |
| 7D | -11.0% | +0.6% | -11.7% | -10.3% |
| 30D | -30.5% | +4.6% | -35.1% | -29.4% |
| 3M | -8.2% | -3.6% | -4.6% | -7.3% |
| 6M | +6.6% | +5.6% | +1.0% | +13.2% |
| All | +6.6% | +5.1% | +1.5% | +13.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling