+11,850.9%
WDC vs WFC
+8,315.1%
+3,535.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +16.3% | +1.7% | +14.6% | +15.6% |
| 30D | -18.3% | +6.8% | -25.1% | -20.3% |
| 3M | -31.4% | -3.0% | -28.5% | -30.9% |
| 6M | -36.3% | +15.4% | -51.7% | -40.2% |
| YTD | +80.8% | -5.9% | +86.8% | +83.3% |
| 1Y | +87.7% | +1.7% | +86.0% | +84.6% |
| 3Y | +819.4% | +124.9% | +694.5% | +558.1% |
| 5Y | +583.2% | +90.5% | +492.7% | +417.3% |
| 10Y | +689.8% | +117.8% | +572.0% | +456.3% |
| All | +11,850.9% | +8,315.1% | +3,535.8% | +2,163.7% |
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 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