+8,432.7%
WFC vs BDX
+5,185.2%
+3,247.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.8% | -1.2% |
| 7D | +1.1% | -4.3% | +5.3% | +2.6% |
| 30D | +0.8% | +1.3% | -0.5% | +0.3% |
| 3M | +9.3% | +20.2% | -11.0% | +2.2% |
| 6M | +10.6% | +8.6% | +2.0% | +7.0% |
| YTD | -4.1% | +19.0% | -23.0% | -10.4% |
| 1Y | +13.6% | +21.2% | -7.6% | +5.2% |
| 3Y | +130.7% | -9.7% | +140.4% | +131.9% |
| 5Y | +126.7% | -3.4% | +130.1% | +120.8% |
| 10Y | +132.1% | +53.9% | +78.3% | +87.0% |
| All | +8,432.7% | +5,185.2% | +3,247.6% | +1,817.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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