+126.7%
WFC vs NDAQ
+55.5%
+71.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.4% |
| 7D | +1.1% | -2.6% | +3.6% | +2.1% |
| 30D | +0.8% | +0.5% | +0.3% | +0.5% |
| 3M | +9.3% | +9.9% | -0.6% | +4.1% |
| 6M | +10.6% | +8.2% | +2.4% | +5.6% |
| YTD | -4.1% | -1.5% | -2.6% | -4.8% |
| 1Y | +13.6% | +1.3% | +12.3% | +10.9% |
| 3Y | +130.7% | +92.6% | +38.2% | +65.6% |
| 5Y | +126.7% | +53.8% | +72.9% | +69.0% |
| All | +126.7% | +55.5% | +71.2% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling