+4,645.3%
WFC vs DHI
+12,596.5%
-7,951.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +0.4% | -2.3% | +2.8% | +1.1% |
| 30D | +2.5% | -5.3% | +7.7% | +3.9% |
| 3M | +10.0% | -7.8% | +17.7% | +11.9% |
| 6M | +15.1% | -5.4% | +20.4% | +15.9% |
| YTD | -2.2% | -2.7% | +0.5% | -2.8% |
| 1Y | +13.5% | -21.0% | +34.4% | +19.2% |
| 3Y | +135.2% | +22.2% | +113.0% | +109.5% |
| 5Y | +128.3% | +62.2% | +66.1% | +81.4% |
| 10Y | +142.4% | +414.3% | -271.9% | +29.0% |
| All | +4,645.3% | +12,596.5% | -7,951.3% | +1,224.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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