+9,863.9%
INTC vs WFC
+8,319.1%
+1,544.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +7.3% | -1.3% | +8.5% | +7.9% |
| 30D | -38.3% | +3.6% | -41.9% | -39.1% |
| 3M | -36.0% | -1.3% | -34.7% | -35.9% |
| 6M | -51.7% | +18.0% | -69.7% | -54.8% |
| YTD | +69.4% | -5.9% | +75.2% | +70.9% |
| 1Y | +65.0% | +1.8% | +63.2% | +61.9% |
| 3Y | +63.0% | +125.0% | -62.0% | +21.1% |
| 5Y | +33.4% | +92.0% | -58.6% | +2.9% |
| 10Y | +121.2% | +117.9% | +3.3% | +54.6% |
| All | +9,863.9% | +8,319.1% | +1,544.9% | +1,401.7% |
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