+46.1%
GOOGL vs WFC
+13.8%
+32.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.3% |
| 7D | -2.3% | +3.8% | -6.1% | -3.0% |
| 30D | -6.6% | +1.5% | -8.1% | -6.9% |
| 3M | -9.0% | +10.9% | -19.9% | -10.7% |
| 6M | +11.8% | +8.4% | +3.4% | +9.6% |
| YTD | +8.3% | -1.9% | +10.2% | +8.1% |
| 1Y | +46.1% | +12.3% | +33.8% | +40.4% |
| All | +46.1% | +13.8% | +32.3% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling