+128.3%
WFC vs BND
-1.8%
+130.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.2% | +1.9% |
| 7D | +0.4% | -0.1% | +0.6% | +0.4% |
| 30D | +2.5% | -0.2% | +2.7% | +2.4% |
| 3M | +10.0% | -0.7% | +10.7% | +9.8% |
| 6M | +15.1% | -1.7% | +16.7% | +14.6% |
| YTD | -2.2% | -0.5% | -1.7% | -2.3% |
| 1Y | +13.5% | +0.4% | +13.1% | +13.6% |
| 3Y | +135.2% | +13.1% | +122.1% | +139.2% |
| 5Y | +128.3% | -2.1% | +130.4% | +71.7% |
| All | +128.3% | -1.8% | +130.2% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling