+8,577.3%
WFC vs EQT
+2,995.6%
+5,581.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | +2.3% | +1.1% | +1.2% | +1.9% |
| 3M | +9.8% | +4.8% | +5.0% | +7.9% |
| 6M | +15.6% | -10.6% | +26.1% | +18.4% |
| YTD | -2.4% | +3.4% | -5.9% | -4.6% |
| 1Y | +13.8% | +8.7% | +5.2% | +9.3% |
| 3Y | +134.6% | +35.0% | +99.7% | +105.9% |
| 5Y | +127.9% | +204.2% | -76.3% | +46.7% |
| 10Y | +141.8% | +52.5% | +89.3% | +62.1% |
| All | +8,577.3% | +2,995.6% | +5,581.7% | +2,446.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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