+65,302.9%
NFLX vs WFC
+567.9%
+64,735.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -5.5% |
| 7D | -4.2% | +3.8% | -8.0% | -5.1% |
| 30D | +5.5% | +1.5% | +4.0% | +5.1% |
| 3M | -4.1% | +10.9% | -14.9% | -6.5% |
| 6M | -20.7% | +8.4% | -29.1% | -22.5% |
| YTD | -16.5% | -1.9% | -14.7% | -16.8% |
| 1Y | -37.8% | +12.3% | -50.1% | -40.0% |
| 3Y | +77.9% | +132.3% | -54.4% | +42.2% |
| 5Y | +32.5% | +130.1% | -97.6% | +5.5% |
| 10Y | +703.6% | +134.4% | +569.2% | +503.6% |
| All | +65,302.9% | +567.9% | +64,735.0% | +23,518.3% |
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