+8,268.6%
WFC vs HAL
+516.7%
+7,752.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +1.7% | +2.6% | -0.9% | +1.0% |
| 30D | +6.8% | -0.1% | +6.9% | +6.7% |
| 3M | -3.0% | -1.1% | -1.9% | -3.0% |
| 6M | +15.4% | -20.7% | +36.1% | +21.7% |
| YTD | -5.9% | +17.5% | -23.4% | -11.2% |
| 1Y | +1.7% | +24.1% | -22.5% | -5.5% |
| 3Y | +124.9% | -8.4% | +133.3% | +121.2% |
| 5Y | +90.5% | +53.2% | +37.2% | +57.3% |
| 10Y | +117.8% | -17.2% | +135.0% | +85.8% |
| All | +8,268.6% | +516.7% | +7,752.0% | +4,072.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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