+41.8%
BEN vs WCC
+229.6%
-187.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -1.1% |
| 7D | +4.7% | +8.5% | -3.8% | +1.8% |
| 30D | +2.6% | -1.0% | +3.6% | +2.7% |
| 3M | +11.5% | +2.1% | +9.4% | +9.7% |
| 6M | +35.3% | +36.8% | -1.5% | +19.1% |
| YTD | +48.6% | +47.7% | +0.9% | +26.4% |
| 1Y | +46.7% | +66.5% | -19.8% | +18.4% |
| 3Y | +57.0% | +134.2% | -77.1% | +4.7% |
| 5Y | +41.8% | +231.6% | -189.8% | -27.3% |
| All | +41.8% | +229.6% | -187.8% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling