+145.0%
WFC vs MKSI
+524.1%
-379.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.1% | +0.4% |
| 7D | +0.4% | +2.7% | -2.3% | -0.4% |
| 30D | +1.5% | -12.8% | +14.3% | +4.9% |
| 3M | +10.2% | -22.5% | +32.7% | +14.9% |
| 6M | +18.8% | +19.4% | -0.6% | +8.5% |
| YTD | -1.5% | +67.7% | -69.2% | -19.1% |
| 1Y | +13.5% | +131.4% | -117.9% | -16.3% |
| 3Y | +135.0% | +197.3% | -62.4% | +48.2% |
| 5Y | +130.1% | +87.0% | +43.1% | +60.8% |
| All | +145.0% | +524.1% | -379.1% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling