+112.4%
WFC vs GE
+150.1%
-37.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.2% |
| 7D | +2.5% | +2.7% | -0.1% | +1.3% |
| 30D | +7.0% | +8.1% | -1.1% | +3.2% |
| 3M | -1.8% | -7.9% | +6.1% | +1.3% |
| 6M | +18.4% | +12.9% | +5.5% | +11.1% |
| YTD | -5.6% | +8.2% | -13.8% | -10.8% |
| 1Y | +3.9% | +9.7% | -5.8% | -2.6% |
| 3Y | +126.3% | +266.1% | -139.8% | +18.2% |
| 5Y | +91.1% | +407.4% | -316.3% | -16.4% |
| All | +112.4% | +150.1% | -37.6% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling