+118.2%
WFC vs NDAQ
+472.5%
-354.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.5% |
| 7D | +0.9% | +2.9% | -2.0% | -0.7% |
| 30D | +3.3% | +17.5% | -14.2% | -6.0% |
| 3M | -1.4% | +15.4% | -16.9% | -9.7% |
| 6M | +14.7% | +24.6% | -9.9% | -0.4% |
| YTD | -5.9% | +14.4% | -20.3% | -15.0% |
| 1Y | +1.8% | +26.9% | -25.1% | -13.8% |
| 3Y | +124.9% | +119.8% | +5.1% | +33.3% |
| 5Y | +92.7% | +70.5% | +22.3% | +31.0% |
| 10Y | +118.2% | +475.8% | -357.6% | -35.5% |
| All | +118.2% | +472.5% | -354.2% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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