+3,435.0%
WFC vs ALB
+2,835.3%
+599.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.3% | +2.3% |
| 7D | +3.8% | -8.1% | +11.8% | +6.5% |
| 30D | +1.5% | +6.3% | -4.8% | -0.9% |
| 3M | +10.9% | -23.6% | +34.4% | +19.3% |
| 6M | +8.4% | -24.6% | +33.0% | +15.2% |
| YTD | -1.9% | -10.3% | +8.4% | -3.0% |
| 1Y | +12.3% | +61.5% | -49.1% | -11.0% |
| 3Y | +132.3% | -34.0% | +166.3% | +124.2% |
| 5Y | +130.1% | -44.6% | +174.7% | +119.9% |
| 10Y | +134.4% | +76.1% | +58.3% | +28.1% |
| All | +3,435.0% | +2,835.3% | +599.7% | +733.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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