+309.1%
WFC vs RKT
-9.3%
+318.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.5% | -9.0% | +11.5% | +3.3% |
| 30D | +7.0% | +30.2% | -23.2% | +4.5% |
| 3M | -1.8% | -8.8% | +7.1% | -1.2% |
| 6M | +18.4% | -0.9% | +19.3% | +17.7% |
| YTD | -5.6% | -29.2% | +23.6% | -4.0% |
| 1Y | +3.9% | -20.1% | +23.9% | +4.5% |
| 3Y | +126.3% | +81.3% | +45.0% | +106.8% |
| 5Y | +91.1% | -6.6% | +97.7% | +76.5% |
| All | +309.1% | -9.3% | +318.5% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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