+57.6%
BEN vs BWA
+142.7%
-85.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.8% |
| 7D | +3.4% | +0.1% | +3.2% | +3.3% |
| 30D | +1.8% | -5.6% | +7.3% | +4.3% |
| 3M | +8.4% | -10.7% | +19.1% | +13.3% |
| 6M | +35.6% | +23.2% | +12.5% | +20.4% |
| YTD | +46.4% | +46.0% | +0.4% | +16.2% |
| 1Y | +46.3% | +51.2% | -4.8% | +13.5% |
| 3Y | +54.6% | +69.6% | -14.9% | +9.3% |
| 5Y | +39.4% | +86.6% | -47.2% | -8.3% |
| 10Y | +57.6% | +152.3% | -94.7% | -10.4% |
| All | +57.6% | +142.7% | -85.1% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling