+179.4%
INTC vs WFC
+133.9%
+45.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.2% | +11.3% | +10.0% |
| 7D | +17.4% | +1.1% | +16.4% | +16.8% |
| 30D | +2.8% | +0.8% | +2.0% | +2.2% |
| 3M | -5.3% | +9.3% | -14.5% | -9.4% |
| 6M | +140.6% | +10.6% | +130.0% | +127.7% |
| YTD | +183.1% | -4.1% | +187.2% | +186.6% |
| 1Y | +326.8% | +13.6% | +313.2% | +292.5% |
| 3Y | +179.4% | +130.7% | +48.7% | +96.4% |
| All | +179.4% | +133.9% | +45.6% | +96.4% |
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 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