+142.4%
WFC vs SPG
+59.6%
+82.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.4% | +3.0% |
| 7D | +0.4% | -1.7% | +2.1% | +1.1% |
| 30D | +2.5% | -6.3% | +8.7% | +5.3% |
| 3M | +10.0% | -2.4% | +12.4% | +10.9% |
| 6M | +15.1% | +9.6% | +5.4% | +10.0% |
| YTD | -2.2% | +14.2% | -16.4% | -8.3% |
| 1Y | +13.5% | +19.3% | -5.8% | +4.2% |
| 3Y | +135.2% | +106.7% | +28.5% | +67.8% |
| 5Y | +128.3% | +104.2% | +24.1% | +61.2% |
| 10Y | +142.4% | +63.7% | +78.7% | +58.5% |
| All | +142.4% | +59.6% | +82.8% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling