+17,845.4%
WDC vs WFC
+8,676.2%
+9,169.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.5% |
| 7D | +1.7% | +3.8% | -2.0% | +0.3% |
| 30D | -10.0% | +1.5% | -11.4% | -10.4% |
| 3M | -18.8% | +10.9% | -29.6% | -22.2% |
| 6M | +79.0% | +8.4% | +70.6% | +72.2% |
| YTD | +171.6% | -1.9% | +173.4% | +171.5% |
| 1Y | +417.4% | +12.3% | +405.0% | +387.7% |
| 3Y | +1,251.8% | +132.3% | +1,119.5% | +855.4% |
| 5Y | +911.7% | +130.1% | +781.6% | +613.4% |
| 10Y | +1,399.6% | +134.4% | +1,265.2% | +928.4% |
| All | +17,845.4% | +8,676.2% | +9,169.2% | +3,253.1% |
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