+8,268.6%
WFC vs BEN
+5,129.3%
+3,139.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.6% |
| 7D | +1.7% | +11.3% | -9.6% | -4.2% |
| 30D | +6.8% | +15.0% | -8.2% | -1.3% |
| 3M | -3.0% | +7.8% | -10.8% | -7.3% |
| 6M | +15.4% | +15.5% | -0.1% | +5.9% |
| YTD | -5.9% | +55.4% | -61.3% | -27.2% |
| 1Y | +1.7% | +63.3% | -61.6% | -23.5% |
| 3Y | +124.9% | +83.4% | +41.5% | +53.4% |
| 5Y | +90.5% | +28.1% | +62.4% | +54.7% |
| 10Y | +117.8% | +59.1% | +58.7% | +49.4% |
| All | +8,268.6% | +5,129.3% | +3,139.4% | +1,765.3% |
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