+8,627.7%
WFC vs TECH
+101,053.8%
-92,426.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +1.5% | +0.7% | +0.8% | +1.4% |
| 3M | +10.9% | +36.3% | -25.5% | +5.1% |
| 6M | +8.4% | +25.6% | -17.1% | +3.4% |
| YTD | -1.9% | +23.7% | -25.6% | -6.4% |
| 1Y | +12.3% | +37.6% | -25.3% | +4.9% |
| 3Y | +132.3% | -6.6% | +138.9% | +126.8% |
| 5Y | +130.1% | -42.2% | +172.3% | +138.8% |
| 10Y | +134.4% | +187.6% | -53.2% | +88.7% |
| All | +8,627.7% | +101,053.8% | -92,426.1% | +5,140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling