+76.4%
AMZN vs WFC
+133.1%
-56.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.4% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | -9.2% | +2.5% | -11.7% | -10.1% |
| 3M | +3.4% | +10.0% | -6.6% | -0.1% |
| 6M | +18.2% | +15.1% | +3.2% | +11.9% |
| YTD | +9.3% | -2.2% | +11.6% | +9.6% |
| 1Y | +5.9% | +13.5% | -7.5% | +0.1% |
| All | +76.4% | +133.1% | -56.7% | +43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling