+3.9%
WFC vs NDAQ
+24.5%
-20.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.5% | +1.3% | +1.3% | +2.2% |
| 30D | +7.0% | +18.0% | -11.0% | +3.5% |
| 3M | -1.8% | +11.5% | -13.3% | -3.9% |
| 6M | +18.4% | +21.1% | -2.7% | +12.9% |
| YTD | -5.6% | +12.8% | -18.4% | -10.7% |
| 1Y | +3.9% | +25.7% | -21.8% | -5.2% |
| All | +3.9% | +24.5% | -20.6% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling