+8,091.1%
WFC vs GEN
+8,588.0%
-497.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | 0.0% |
| 7D | +1.2% | +2.3% | -1.0% | +0.9% |
| 30D | +5.2% | +33.1% | -27.8% | +0.7% |
| 3M | -3.0% | +6.5% | -9.5% | -4.4% |
| 6M | +6.2% | +53.8% | -47.6% | -1.3% |
| YTD | -7.9% | +11.2% | -19.1% | -10.5% |
| 1Y | +0.3% | +19.4% | -19.1% | -3.6% |
| 3Y | +117.7% | +81.0% | +36.7% | +95.8% |
| 5Y | +88.4% | +33.4% | +54.9% | +75.7% |
| 10Y | +147.3% | +164.3% | -17.0% | +102.6% |
| All | +8,091.1% | +8,588.0% | -497.0% | +3,744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling