+318.3%
INTC vs WFC
+15.0%
+303.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.5% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +2.0% | +1.5% | +0.4% | +1.8% |
| 3M | -12.0% | +10.2% | -22.2% | -12.8% |
| 6M | +114.5% | +18.8% | +95.8% | +110.1% |
| YTD | +179.0% | -1.5% | +180.5% | +183.3% |
| 1Y | +318.3% | +13.5% | +304.7% | +327.3% |
| All | +318.3% | +15.0% | +303.2% | +327.3% |
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