+11,749.2%
AMD vs WFC
+8,428.4%
+3,320.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.1% |
| 7D | -15.5% | +4.5% | -20.0% | -17.1% |
| 30D | -22.6% | +7.4% | -30.0% | -25.1% |
| 3M | -5.7% | -0.5% | -5.2% | -6.1% |
| 6M | +43.1% | +11.7% | +31.4% | +35.2% |
| YTD | +128.2% | -4.6% | +132.9% | +128.9% |
| 1Y | +95.5% | +2.5% | +92.9% | +90.3% |
| 3Y | +335.4% | +123.9% | +211.5% | +202.4% |
| 5Y | +255.5% | +94.3% | +161.1% | +160.9% |
| 10Y | +7,350.9% | +156.0% | +7,194.9% | +4,366.9% |
| All | +11,749.2% | +8,428.4% | +3,320.8% | +1,411.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling