+142.4%
WFC vs GEN
+150.6%
-8.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +0.4% | -2.9% | +3.4% | +1.1% |
| 30D | +2.5% | +2.1% | +0.4% | +1.9% |
| 3M | +10.0% | +19.7% | -9.7% | +5.5% |
| 6M | +15.1% | +33.3% | -18.2% | +7.0% |
| YTD | -2.2% | +11.1% | -13.3% | -5.3% |
| 1Y | +13.5% | +3.0% | +10.5% | +11.7% |
| 3Y | +135.2% | +57.9% | +77.3% | +108.9% |
| 5Y | +128.3% | +20.6% | +107.7% | +110.4% |
| 10Y | +142.4% | +153.2% | -10.9% | +86.9% |
| All | +142.4% | +150.6% | -8.2% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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