+8,272.6%
WFC vs GEN
+8,834.5%
-561.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.3% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | +3.6% | +31.2% | -27.6% | -0.7% |
| 3M | -1.3% | +6.1% | -7.4% | -2.7% |
| 6M | +18.0% | +38.1% | -20.1% | +11.6% |
| YTD | -5.9% | +14.4% | -20.2% | -8.9% |
| 1Y | +1.8% | +15.1% | -13.3% | -1.6% |
| 3Y | +125.0% | +68.5% | +56.5% | +104.6% |
| 5Y | +92.0% | +35.8% | +56.2% | +78.6% |
| 10Y | +117.9% | +155.4% | -37.5% | +79.3% |
| All | +8,272.6% | +8,834.5% | -561.9% | +3,813.0% |
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