+1,422.4%
BEN vs BWA
+3,492.4%
-2,070.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.8% | +2.2% |
| 7D | +0.2% | +5.7% | -5.4% | -2.3% |
| 30D | -0.5% | +1.4% | -2.0% | -1.5% |
| 3M | +9.7% | -12.1% | +21.8% | +15.4% |
| 6M | +33.9% | +28.6% | +5.3% | +16.5% |
| YTD | +49.0% | +51.1% | -2.1% | +17.0% |
| 1Y | +42.1% | +55.9% | -13.8% | +9.4% |
| 3Y | +51.9% | +70.1% | -18.3% | +8.8% |
| 5Y | +39.0% | +90.7% | -51.6% | -7.2% |
| 10Y | +57.9% | +154.0% | -96.1% | -14.4% |
| All | +1,422.4% | +3,492.4% | -2,070.0% | +191.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling