+65.7%
INTC vs WFC
+125.8%
-60.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +7.3% | -1.3% | +8.5% | +8.0% |
| 30D | -38.3% | +3.6% | -41.9% | -39.2% |
| 3M | -36.0% | -1.3% | -34.7% | -35.8% |
| 6M | -51.7% | +18.0% | -69.7% | -55.8% |
| YTD | +69.4% | -5.9% | +75.2% | +72.9% |
| 1Y | +65.0% | +1.8% | +63.2% | +61.0% |
| All | +65.7% | +125.8% | -60.2% | +12.5% |
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