+15,172.7%
INTC vs WFC
+8,676.2%
+6,496.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.2% |
| 7D | +7.1% | +3.8% | +3.3% | +5.7% |
| 30D | -5.2% | +1.5% | -6.7% | -5.7% |
| 3M | -14.3% | +10.9% | -25.2% | -17.7% |
| 6M | +110.2% | +8.4% | +101.8% | +102.9% |
| YTD | +159.6% | -1.9% | +161.5% | +158.8% |
| 1Y | +289.3% | +12.3% | +276.9% | +269.0% |
| 3Y | +166.1% | +132.3% | +33.7% | +95.5% |
| 5Y | +94.4% | +130.1% | -35.7% | +41.1% |
| 10Y | +227.7% | +134.4% | +93.3% | +123.4% |
| All | +15,172.7% | +8,676.2% | +6,496.5% | +2,174.3% |
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 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