+88.5%
WDC vs WFC
+2.1%
+86.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.1% |
| 7D | +12.1% | +2.5% | +9.6% | +11.3% |
| 30D | -18.8% | +7.0% | -25.8% | -20.0% |
| 3M | -39.3% | -1.8% | -37.5% | -38.8% |
| 6M | -40.1% | +18.4% | -58.5% | -43.9% |
| YTD | +71.8% | -5.6% | +77.4% | +83.9% |
| 1Y | +88.5% | +3.9% | +84.6% | +84.7% |
| All | +88.5% | +2.1% | +86.4% | +84.7% |
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 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