+272,232.7%
AMZN vs WFC
+1,286.7%
+270,946.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +2.8% | +2.5% | +0.3% | +2.0% |
| 30D | +5.0% | +7.0% | -2.0% | +2.5% |
| 3M | +0.6% | -1.8% | +2.3% | +1.0% |
| 6M | -1.3% | +18.4% | -19.7% | -7.2% |
| YTD | +15.5% | -5.6% | +21.1% | +16.7% |
| 1Y | +12.2% | +3.9% | +8.4% | +9.7% |
| 3Y | +87.0% | +126.3% | -39.3% | +38.2% |
| 5Y | +51.3% | +91.1% | -39.8% | +17.1% |
| 10Y | +621.7% | +118.5% | +503.1% | +386.9% |
| All | +272,232.7% | +1,286.7% | +270,946.0% | +33,218.4% |
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