+411.1%
WDC vs WFC
+15.5%
+395.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.7% |
| 7D | +7.5% | +0.4% | +7.0% | +7.4% |
| 30D | +10.1% | +2.5% | +7.6% | +9.6% |
| 3M | -6.8% | +10.0% | -16.8% | -8.3% |
| 6M | +84.1% | +15.1% | +69.1% | +78.6% |
| YTD | +180.3% | -2.2% | +182.5% | +182.7% |
| 1Y | +411.1% | +13.5% | +397.6% | +442.4% |
| All | +411.1% | +15.5% | +395.6% | +442.4% |
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