+2.9%
AWK vs BEN
+45.3%
-42.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | -0.2% |
| 7D | +0.6% | +3.4% | -2.8% | +1.0% |
| 30D | +4.3% | +1.8% | +2.5% | +4.5% |
| 3M | +12.5% | +8.4% | +4.2% | +13.6% |
| 6M | +3.3% | +35.6% | -32.3% | +6.7% |
| YTD | +9.8% | +46.4% | -36.6% | +12.6% |
| 1Y | +2.9% | +46.3% | -43.4% | +6.8% |
| All | +2.9% | +45.3% | -42.4% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling