+8,242.3%
WFC vs GE
+2,971.9%
+5,270.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.8% | -2.0% | -0.4% |
| 7D | +0.1% | +6.3% | -6.1% | -3.5% |
| 30D | +2.9% | +8.9% | -5.9% | -2.5% |
| 3M | -1.4% | -9.2% | +7.8% | +3.6% |
| 6M | +14.3% | +13.2% | +1.1% | +4.5% |
| YTD | -6.2% | +9.4% | -15.6% | -14.1% |
| 1Y | +1.6% | +9.8% | -8.2% | -7.4% |
| 3Y | +126.9% | +278.2% | -151.3% | -7.9% |
| 5Y | +94.0% | +396.0% | -302.1% | -35.6% |
| 10Y | +134.0% | +162.4% | -28.3% | -0.1% |
| All | +8,242.3% | +2,971.9% | +5,270.4% | +489.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling