+5,070.6%
BEN vs BBWI
+1,165.5%
+3,905.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.5% | +5.8% |
| 7D | +12.2% | -6.2% | +18.4% | +14.4% |
| 30D | +12.1% | +25.5% | -13.4% | +4.1% |
| 3M | +7.3% | +8.0% | -0.7% | +3.3% |
| 6M | +17.9% | +12.7% | +5.2% | +10.6% |
| YTD | +55.4% | +11.6% | +43.8% | +44.1% |
| 1Y | +69.3% | -0.9% | +70.2% | +59.9% |
| 3Y | +82.8% | -22.7% | +105.5% | +75.9% |
| 5Y | +28.8% | -67.2% | +96.0% | +54.4% |
| 10Y | +53.9% | -43.7% | +97.6% | +23.1% |
| All | +5,070.6% | +1,165.5% | +3,905.1% | +1,057.6% |
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 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