+90.5%
WFC vs AMC
-99.2%
+189.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.1% |
| 7D | +1.7% | +8.4% | -6.7% | +1.3% |
| 30D | +6.8% | +9.2% | -2.3% | +6.4% |
| 3M | -3.0% | +32.0% | -35.0% | -4.4% |
| 6M | +15.4% | +149.3% | -133.8% | +9.2% |
| YTD | -5.9% | +114.1% | -120.0% | -10.7% |
| 1Y | +1.7% | +35.8% | -34.1% | -1.4% |
| 3Y | +124.9% | -58.3% | +183.2% | +125.5% |
| 5Y | +90.5% | -99.2% | +189.6% | +127.1% |
| All | +90.5% | -99.2% | +189.6% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling