+417.4%
WDC vs WFC
+13.8%
+403.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.7% |
| 7D | +1.7% | +3.8% | -2.0% | +1.1% |
| 30D | -10.0% | +1.5% | -11.4% | -10.1% |
| 3M | -18.8% | +10.9% | -29.6% | -20.1% |
| 6M | +79.0% | +8.4% | +70.6% | +76.6% |
| YTD | +171.6% | -1.9% | +173.4% | +173.4% |
| 1Y | +417.4% | +12.3% | +405.0% | +442.6% |
| All | +417.4% | +13.8% | +403.5% | +442.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling