+142.4%
WFC vs BEN
+53.7%
+88.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.5% | +2.8% |
| 7D | +0.4% | +3.4% | -2.9% | -1.5% |
| 30D | +2.5% | +1.8% | +0.7% | +1.2% |
| 3M | +10.0% | +8.4% | +1.6% | +4.6% |
| 6M | +15.1% | +35.6% | -20.6% | -4.9% |
| YTD | -2.2% | +46.4% | -48.6% | -22.8% |
| 1Y | +13.5% | +46.3% | -32.9% | -10.8% |
| 3Y | +135.2% | +54.6% | +80.6% | +72.3% |
| 5Y | +128.3% | +39.4% | +88.9% | +71.0% |
| 10Y | +142.4% | +57.6% | +84.8% | +45.1% |
| All | +142.4% | +53.7% | +88.7% | +45.1% |
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