+4,855.7%
BEN vs BBWI
+1,034.6%
+3,821.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +2.6% |
| 7D | +0.2% | +1.5% | -1.3% | -0.2% |
| 30D | -0.5% | -5.2% | +4.6% | +0.6% |
| 3M | +9.7% | +11.1% | -1.4% | +4.9% |
| 6M | +33.9% | -13.4% | +47.3% | +36.3% |
| YTD | +49.0% | +0.1% | +48.9% | +44.1% |
| 1Y | +42.1% | -36.1% | +78.2% | +54.6% |
| 3Y | +51.9% | -44.1% | +96.0% | +63.1% |
| 5Y | +39.0% | -66.2% | +105.3% | +66.3% |
| 10Y | +57.9% | -54.8% | +112.6% | +37.2% |
| All | +4,855.7% | +1,034.6% | +3,821.1% | +1,057.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling