+52,297.5%
NFLX vs WFC
+540.4%
+51,757.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.9% |
| 7D | -4.4% | +1.7% | -6.1% | -4.8% |
| 30D | -11.0% | +6.8% | -17.9% | -12.4% |
| 3M | -15.5% | -3.0% | -12.5% | -15.0% |
| 6M | -28.5% | +15.4% | -43.9% | -31.1% |
| YTD | -33.1% | -5.9% | -27.2% | -32.7% |
| 1Y | -45.8% | +1.7% | -47.5% | -46.6% |
| 3Y | +40.2% | +124.9% | -84.7% | +13.0% |
| 5Y | -8.2% | +90.5% | -98.6% | -23.7% |
| 10Y | +446.2% | +117.8% | +328.4% | +317.9% |
| All | +52,297.5% | +540.4% | +51,757.1% | +18,993.2% |
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