+69.6%
BEN vs BBWI
+0.1%
+69.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | +0.3% |
| 7D | +6.8% | +0.1% | +6.6% | +6.8% |
| 30D | +18.0% | +12.9% | +5.1% | +16.3% |
| 3M | +7.5% | +16.0% | -8.5% | +5.3% |
| 6M | +14.7% | +16.6% | -1.9% | +11.8% |
| YTD | +56.1% | +9.7% | +46.3% | +53.9% |
| 1Y | +69.6% | +1.5% | +68.1% | +67.4% |
| All | +69.6% | +0.1% | +69.5% | +67.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling