+126.9%
WFC vs GE
+274.0%
-147.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.8% | -2.0% | +0.6% |
| 7D | +0.1% | +6.3% | -6.1% | -1.9% |
| 30D | +2.9% | +8.9% | -5.9% | 0.0% |
| 3M | -1.4% | -9.2% | +7.8% | +1.4% |
| 6M | +14.3% | +13.2% | +1.1% | +9.1% |
| YTD | -6.2% | +9.4% | -15.6% | -10.3% |
| 1Y | +1.6% | +9.8% | -8.2% | -3.0% |
| 3Y | +126.9% | +278.2% | -151.3% | +52.7% |
| All | +126.9% | +274.0% | -147.1% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling