+90.7%
WFC vs BND
-1.7%
+92.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | +2.5% | -1.4% | +4.0% | +2.3% |
| 30D | +7.0% | +0.6% | +6.4% | +7.1% |
| 3M | -1.8% | -1.6% | -0.2% | -2.0% |
| 6M | +18.4% | -1.5% | +19.9% | +18.1% |
| YTD | -5.6% | -1.5% | -4.1% | -5.8% |
| 1Y | +3.9% | -1.1% | +5.0% | +3.7% |
| 3Y | +126.3% | +13.6% | +112.7% | +129.7% |
| All | +90.7% | -1.7% | +92.4% | +32.5% |
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 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