+565.7%
AMZN vs WFC
+145.8%
+419.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | -0.7% | +0.4% | -1.0% | -0.8% |
| 30D | -3.9% | +1.5% | -5.5% | -4.4% |
| 3M | +6.3% | +10.2% | -3.9% | +3.4% |
| 6M | +20.8% | +18.8% | +2.0% | +14.7% |
| YTD | +11.2% | -1.5% | +12.8% | +11.1% |
| 1Y | +11.7% | +13.5% | -1.9% | +7.0% |
| 3Y | +79.4% | +135.0% | -55.5% | +41.5% |
| 5Y | +48.0% | +130.1% | -82.0% | +17.3% |
| All | +565.7% | +145.8% | +419.8% | +457.6% |
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