+9,411.2%
INTC vs WFC
+8,343.6%
+1,067.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.9% | -2.6% |
| 7D | +6.0% | +2.5% | +3.5% | +5.1% |
| 30D | -39.2% | +7.0% | -46.2% | -40.6% |
| 3M | -42.9% | -1.8% | -41.2% | -42.8% |
| 6M | -50.4% | +18.4% | -68.8% | -53.6% |
| YTD | +61.7% | -5.6% | +67.3% | +62.9% |
| 1Y | +66.1% | +3.9% | +62.3% | +61.9% |
| 3Y | +58.1% | +126.3% | -68.2% | +17.3% |
| 5Y | +27.9% | +91.1% | -63.3% | -1.2% |
| 10Y | +111.1% | +118.5% | -7.4% | +47.4% |
| All | +9,411.2% | +8,343.6% | +1,067.6% | +1,331.9% |
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