+11,005.7%
WDC vs WFC
+8,315.1%
+2,690.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -16.7% | +0.9% | -17.6% | -16.9% |
| 30D | -27.2% | +3.3% | -30.5% | -28.1% |
| 3M | -34.0% | -1.4% | -32.6% | -33.8% |
| 6M | -39.7% | +14.7% | -54.4% | -43.3% |
| YTD | +68.1% | -5.9% | +74.0% | +70.3% |
| 1Y | +66.3% | +1.8% | +64.5% | +63.5% |
| 3Y | +754.4% | +124.9% | +629.5% | +511.5% |
| 5Y | +595.8% | +92.7% | +503.0% | +424.6% |
| 10Y | +660.4% | +118.2% | +542.2% | +435.3% |
| All | +11,005.7% | +8,315.1% | +2,690.6% | +2,003.5% |
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