+8,432.7%
WFC vs BBY
+74,802.5%
-66,369.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | +1.1% | +8.1% | -7.1% | -0.4% |
| 30D | +0.8% | +8.9% | -8.1% | -0.8% |
| 3M | +9.3% | +22.0% | -12.8% | +5.1% |
| 6M | +10.6% | +37.8% | -27.2% | +3.6% |
| YTD | -4.1% | +37.3% | -41.4% | -10.3% |
| 1Y | +13.6% | +21.6% | -8.0% | +8.3% |
| 3Y | +130.7% | +41.5% | +89.2% | +110.7% |
| 5Y | +126.7% | +1.2% | +125.5% | +116.4% |
| 10Y | +132.1% | +237.8% | -105.6% | +78.1% |
| All | +8,432.7% | +74,802.5% | -66,369.8% | +4,003.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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