+8,272.6%
WFC vs GE
+3,037.9%
+5,234.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.8% |
| 7D | -1.3% | +4.0% | -5.3% | -3.7% |
| 30D | +3.6% | +11.1% | -7.5% | -3.0% |
| 3M | -1.3% | -6.7% | +5.4% | +2.1% |
| 6M | +18.0% | +14.3% | +3.7% | +7.3% |
| YTD | -5.9% | +11.7% | -17.6% | -14.8% |
| 1Y | +1.8% | +10.9% | -9.1% | -7.8% |
| 3Y | +125.0% | +279.0% | -154.0% | -8.7% |
| 5Y | +92.0% | +427.0% | -335.0% | -38.5% |
| 10Y | +117.9% | +158.6% | -40.7% | -5.9% |
| All | +8,272.6% | +3,037.9% | +5,234.7% | +484.4% |
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