+126.7%
WFC vs FITB
+71.1%
+55.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -1.8% |
| 7D | +1.1% | +2.8% | -1.8% | -0.9% |
| 30D | +0.8% | -4.5% | +5.3% | +4.0% |
| 3M | +9.3% | +5.7% | +3.6% | +5.0% |
| 6M | +10.6% | +17.1% | -6.5% | -1.2% |
| YTD | -4.1% | +18.3% | -22.4% | -15.4% |
| 1Y | +13.6% | +23.9% | -10.3% | -3.3% |
| 3Y | +130.7% | +131.1% | -0.4% | +28.2% |
| 5Y | +126.7% | +71.1% | +55.6% | +64.9% |
| All | +126.7% | +71.1% | +55.6% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FITB 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling