+130.7%
WFC vs RKT
+40.6%
+90.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.5% | -2.1% |
| 7D | +1.1% | +6.0% | -4.9% | +0.5% |
| 30D | +0.8% | +0.7% | +0.2% | +0.6% |
| 3M | +9.3% | +11.8% | -2.6% | +7.5% |
| 6M | +10.6% | -7.6% | +18.3% | +10.6% |
| YTD | -4.1% | -28.7% | +24.6% | -1.9% |
| 1Y | +13.6% | -32.6% | +46.1% | +16.4% |
| 3Y | +130.7% | +42.1% | +88.6% | +99.9% |
| All | +130.7% | +40.6% | +90.1% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling