+65.3%
BEN vs WCC
+27.2%
+38.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.7% |
| 7D | +7.2% | +3.3% | +3.9% | +6.2% |
| 30D | +14.1% | -9.4% | +23.6% | +15.7% |
| 3M | +9.9% | -10.5% | +20.4% | +11.4% |
| 6M | +17.4% | -10.4% | +27.8% | +18.4% |
| YTD | +57.3% | +34.4% | +22.9% | +38.9% |
| All | +65.3% | +27.2% | +38.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling