+8,432.7%
WFC vs NI
+5,156.7%
+3,276.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.5% | -2.8% |
| 7D | +1.1% | +2.3% | -1.2% | -0.1% |
| 30D | +0.8% | -1.7% | +2.5% | +1.6% |
| 3M | +9.3% | -8.0% | +17.3% | +13.5% |
| 6M | +10.6% | -8.6% | +19.3% | +15.0% |
| YTD | -4.1% | +2.3% | -6.4% | -6.1% |
| 1Y | +13.6% | +6.9% | +6.6% | +8.5% |
| 3Y | +130.7% | +70.6% | +60.2% | +71.7% |
| 5Y | +126.7% | +96.4% | +30.3% | +54.2% |
| 10Y | +132.1% | +136.1% | -4.0% | +38.7% |
| All | +8,432.7% | +5,156.7% | +3,276.1% | +1,130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling