+132.1%
WFC vs ASX
+918.4%
-786.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.1% | -8.3% | -3.7% |
| 7D | +1.1% | +6.3% | -5.2% | -0.5% |
| 30D | +0.8% | +6.4% | -5.6% | -1.0% |
| 3M | +9.3% | +13.1% | -3.9% | +3.9% |
| 6M | +10.6% | +90.3% | -79.7% | -10.2% |
| YTD | -4.1% | +149.6% | -153.7% | -28.3% |
| 1Y | +13.6% | +249.2% | -235.6% | -23.6% |
| 3Y | +130.7% | +445.9% | -315.2% | +31.2% |
| 5Y | +126.7% | +477.7% | -351.0% | +22.2% |
| 10Y | +132.1% | +913.4% | -781.2% | -0.7% |
| All | +132.1% | +918.4% | -786.2% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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