+293.0%
WFC vs ACI
+32.8%
+260.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +2.5% | +2.3% | +0.2% | +2.3% |
| 30D | +7.0% | +1.2% | +5.8% | +6.8% |
| 3M | -1.8% | +6.8% | -8.6% | -2.4% |
| 6M | +18.4% | -18.7% | +37.1% | +20.2% |
| YTD | -5.6% | -20.2% | +14.6% | -4.2% |
| 1Y | +3.9% | -23.7% | +27.6% | +5.9% |
| 3Y | +126.3% | -31.6% | +158.0% | +131.9% |
| 5Y | +91.1% | -42.8% | +133.9% | +96.8% |
| All | +293.0% | +32.8% | +260.2% | +310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling