+8,627.7%
WFC vs BEN
+4,913.3%
+3,714.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -1.0% |
| 7D | +3.8% | +0.2% | +3.6% | +3.5% |
| 30D | +1.5% | -0.5% | +2.0% | +1.6% |
| 3M | +10.9% | +9.7% | +1.1% | +5.0% |
| 6M | +8.4% | +33.9% | -25.5% | -8.6% |
| YTD | -1.9% | +49.0% | -50.9% | -22.1% |
| 1Y | +12.3% | +42.1% | -29.8% | -8.8% |
| 3Y | +132.3% | +51.9% | +80.4% | +76.1% |
| 5Y | +130.1% | +39.0% | +91.0% | +77.2% |
| 10Y | +134.4% | +57.9% | +76.5% | +61.0% |
| All | +8,627.7% | +4,913.3% | +3,714.4% | +1,896.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling