+8,627.7%
WFC vs GEN
+8,838.8%
-211.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.2% |
| 7D | +3.8% | -1.2% | +5.0% | +3.9% |
| 30D | +1.5% | +10.1% | -8.7% | -0.1% |
| 3M | +10.9% | +16.1% | -5.2% | +8.2% |
| 6M | +8.4% | +38.9% | -30.4% | +2.5% |
| YTD | -1.9% | +14.4% | -16.3% | -4.6% |
| 1Y | +12.3% | +5.9% | +6.5% | +10.4% |
| 3Y | +132.3% | +58.8% | +73.5% | +113.9% |
| 5Y | +130.1% | +24.7% | +105.4% | +117.5% |
| 10Y | +134.4% | +163.1% | -28.7% | +92.8% |
| All | +8,627.7% | +8,838.8% | -211.1% | +3,996.5% |
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