+130.7%
WFC vs DOW
-35.3%
+166.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.7% | -2.3% |
| 7D | +1.1% | -2.9% | +4.0% | +1.5% |
| 30D | +0.8% | +2.0% | -1.1% | +0.3% |
| 3M | +9.3% | -12.5% | +21.8% | +11.6% |
| 6M | +10.6% | -9.2% | +19.8% | +10.5% |
| YTD | -4.1% | +30.8% | -34.8% | -14.0% |
| 1Y | +13.6% | +29.4% | -15.8% | +1.3% |
| 3Y | +130.7% | -34.6% | +165.3% | +171.1% |
| All | +130.7% | -35.3% | +166.0% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling