+130.7%
WFC vs GEN
+57.7%
+73.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.7% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +0.8% | +2.6% | -1.8% | +0.2% |
| 3M | +9.3% | +15.8% | -6.5% | +5.5% |
| 6M | +10.6% | +33.1% | -22.5% | +3.1% |
| YTD | -4.1% | +11.3% | -15.4% | -5.9% |
| 1Y | +13.6% | +1.7% | +11.9% | +14.5% |
| 3Y | +130.7% | +58.1% | +72.6% | +108.9% |
| All | +130.7% | +57.7% | +73.0% | +108.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling