+57.6%
BEN vs BBWI
-58.2%
+115.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.8% | -0.1% |
| 7D | +3.4% | -4.4% | +7.8% | +4.4% |
| 30D | +1.8% | -7.4% | +9.2% | +3.1% |
| 3M | +8.4% | -2.2% | +10.6% | +8.0% |
| 6M | +35.6% | -16.3% | +51.9% | +38.7% |
| YTD | +46.4% | -9.1% | +55.5% | +46.3% |
| 1Y | +46.3% | -34.5% | +80.8% | +55.1% |
| 3Y | +54.6% | -47.0% | +101.6% | +65.8% |
| 5Y | +39.4% | -68.8% | +108.2% | +61.8% |
| 10Y | +57.6% | -57.4% | +114.9% | +48.7% |
| All | +57.6% | -58.2% | +115.8% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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