+126.7%
WFC vs BEN
+42.4%
+84.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | +1.1% | +4.7% | -3.6% | -1.2% |
| 30D | +0.8% | +2.6% | -1.8% | -0.5% |
| 3M | +9.3% | +11.5% | -2.2% | +3.4% |
| 6M | +10.6% | +35.3% | -24.7% | -5.3% |
| YTD | -4.1% | +48.6% | -52.7% | -21.7% |
| 1Y | +13.6% | +46.7% | -33.1% | -7.0% |
| 3Y | +130.7% | +57.0% | +73.7% | +77.4% |
| 5Y | +126.7% | +41.8% | +84.9% | +81.5% |
| All | +126.7% | +42.4% | +84.4% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling