+112.4%
WFC vs BEN
+58.7%
+53.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +2.5% | +6.8% | -4.3% | -1.4% |
| 30D | +7.0% | +18.0% | -11.0% | -3.1% |
| 3M | -1.8% | +7.5% | -9.2% | -6.3% |
| 6M | +18.4% | +14.7% | +3.7% | +8.3% |
| YTD | -5.6% | +56.1% | -61.7% | -28.7% |
| 1Y | +3.9% | +69.6% | -65.7% | -25.4% |
| 3Y | +126.3% | +87.7% | +38.6% | +46.3% |
| 5Y | +91.1% | +28.6% | +62.5% | +52.7% |
| All | +112.4% | +58.7% | +53.7% | +22.7% |
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