+203.1%
WFC vs RNG
+309.1%
-106.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.1% | -1.7% |
| 7D | +1.1% | -0.8% | +1.9% | +1.1% |
| 30D | +0.8% | +11.4% | -10.6% | -0.6% |
| 3M | +9.3% | +72.1% | -62.8% | +1.6% |
| 6M | +10.6% | +67.9% | -57.3% | +2.4% |
| YTD | -4.1% | +144.3% | -148.4% | -16.2% |
| 1Y | +13.6% | +117.5% | -104.0% | +0.4% |
| 3Y | +130.7% | +123.9% | +6.9% | +98.2% |
| 5Y | +126.7% | -70.1% | +196.8% | +129.9% |
| 10Y | +132.1% | +215.9% | -83.7% | +58.4% |
| All | +203.1% | +309.1% | -106.0% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RNG.
Daily Out/Under-Performance
Portfolio return minus RNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RNG 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 RNG 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