+117.9%
WFC vs BEN
+60.1%
+57.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.3% | +7.2% | -8.5% | -5.4% |
| 30D | +3.6% | +14.1% | -10.5% | -4.4% |
| 3M | -1.3% | +9.9% | -11.2% | -7.0% |
| 6M | +18.0% | +17.4% | +0.6% | +6.5% |
| YTD | -5.9% | +57.3% | -63.2% | -29.2% |
| 1Y | +1.8% | +66.9% | -65.2% | -26.2% |
| 3Y | +125.0% | +85.7% | +39.3% | +46.5% |
| 5Y | +92.0% | +31.2% | +60.7% | +51.5% |
| 10Y | +117.9% | +61.0% | +56.9% | +22.2% |
| All | +117.9% | +60.1% | +57.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling