+5,069.2%
BEN vs BBWI
+1,125.9%
+3,943.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.3% |
| 7D | +11.3% | -4.5% | +15.9% | +12.9% |
| 30D | +15.0% | +17.1% | -2.1% | +9.2% |
| 3M | +7.8% | +17.5% | -9.6% | +1.2% |
| 6M | +15.5% | +12.8% | +2.7% | +8.4% |
| YTD | +55.4% | +8.2% | +47.2% | +45.5% |
| 1Y | +63.3% | -1.8% | +65.1% | +54.6% |
| 3Y | +83.4% | -25.8% | +109.2% | +78.7% |
| 5Y | +28.1% | -68.0% | +96.1% | +54.8% |
| 10Y | +59.1% | -47.6% | +106.7% | +30.6% |
| All | +5,069.2% | +1,125.9% | +3,943.2% | +1,068.6% |
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