+82.8%
BEN vs BBWI
-25.2%
+108.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.5% | +6.0% |
| 7D | +12.2% | -6.2% | +18.4% | +13.6% |
| 30D | +12.1% | +25.5% | -13.4% | +7.1% |
| 3M | +7.3% | +8.0% | -0.7% | +5.1% |
| 6M | +17.9% | +12.7% | +5.2% | +13.5% |
| YTD | +55.4% | +11.6% | +43.8% | +48.7% |
| 1Y | +69.3% | -0.9% | +70.2% | +64.9% |
| 3Y | +82.8% | -22.7% | +105.5% | +75.6% |
| All | +82.8% | -25.2% | +108.1% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling