+8,627.7%
WFC vs MKC
+3,376.8%
+5,250.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +3.8% | -5.9% | +9.7% | +5.8% |
| 30D | +1.5% | -0.9% | +2.4% | +1.7% |
| 3M | +10.9% | +12.7% | -1.9% | +6.2% |
| 6M | +8.4% | -19.3% | +27.7% | +15.0% |
| YTD | -1.9% | -22.2% | +20.3% | +4.6% |
| 1Y | +12.3% | -23.3% | +35.7% | +19.9% |
| 3Y | +132.3% | -30.0% | +162.3% | +151.0% |
| 5Y | +130.1% | -33.8% | +163.8% | +148.6% |
| 10Y | +134.4% | +24.4% | +110.0% | +98.8% |
| All | +8,627.7% | +3,376.8% | +5,250.9% | +2,887.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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