+142.7%
WFC vs BND
+15.0%
+127.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.4% |
| 7D | +0.3% | -0.9% | +1.2% | +0.1% |
| 30D | +2.3% | -1.0% | +3.2% | +2.1% |
| 3M | +9.8% | -1.2% | +11.0% | +9.4% |
| 6M | +15.6% | -2.0% | +17.5% | +15.0% |
| YTD | -2.4% | -1.2% | -1.3% | -2.7% |
| 1Y | +13.8% | -0.5% | +14.3% | +13.7% |
| 3Y | +134.6% | +12.4% | +122.2% | +140.4% |
| 5Y | +127.9% | -2.5% | +130.4% | +117.4% |
| All | +142.7% | +15.0% | +127.6% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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