+627.6%
WFC vs ASX
+2,948.3%
-2,320.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.9% | -1.8% |
| 7D | +1.2% | -19.9% | +21.2% | +5.6% |
| 30D | +5.2% | -30.9% | +36.1% | +12.5% |
| 3M | -3.0% | -15.1% | +12.0% | -1.4% |
| 6M | +6.2% | -6.5% | +12.7% | +3.4% |
| YTD | -7.9% | +98.4% | -106.3% | -25.2% |
| 1Y | +0.3% | +107.9% | -107.6% | -19.6% |
| 3Y | +117.7% | +325.3% | -207.5% | +43.9% |
| 5Y | +88.4% | +447.3% | -358.9% | +15.1% |
| 10Y | +147.3% | +763.2% | -615.9% | +29.6% |
| All | +627.6% | +2,948.3% | -2,320.7% | +160.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling