+2.5%
WFC vs MKSI
+40.1%
-37.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +2.5% |
| 7D | +4.5% | -10.7% | +15.2% | +5.2% |
| 30D | +7.4% | -30.5% | +37.9% | +9.9% |
| 3M | -0.5% | -39.2% | +38.6% | +2.8% |
| 6M | +11.7% | -33.0% | +44.7% | +11.3% |
| YTD | -4.6% | +22.3% | -27.0% | -11.5% |
| 1Y | +2.5% | +42.7% | -40.2% | -6.5% |
| All | +2.5% | +40.1% | -37.6% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling