+13.5%
WFC vs PSX
+103.3%
-89.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.9% |
| 7D | +0.4% | +1.7% | -1.4% | +0.3% |
| 30D | +1.5% | +15.6% | -14.1% | +1.3% |
| 3M | +10.2% | +46.5% | -36.3% | +9.0% |
| 6M | +18.8% | +55.0% | -36.2% | +16.7% |
| YTD | -1.5% | +105.3% | -106.8% | -7.5% |
| 1Y | +13.5% | +101.6% | -88.0% | +6.0% |
| All | +13.5% | +103.3% | -89.7% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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