+113.2%
WDC vs WFC
+2.7%
+110.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.2% | -9.0% | -7.2% |
| 7D | -18.3% | +4.5% | -22.8% | -19.1% |
| 30D | -26.7% | +7.4% | -34.0% | -27.9% |
| 3M | -40.9% | -0.5% | -40.4% | -40.7% |
| 6M | -26.8% | +11.7% | -38.4% | -29.4% |
| YTD | +88.2% | -4.6% | +92.8% | +101.2% |
| 1Y | +113.2% | +2.5% | +110.7% | +114.0% |
| All | +113.2% | +2.7% | +110.5% | +114.0% |
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