+453.1%
BEN vs WCC
+1,713.7%
-1,260.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.9% | -0.4% | +2.2% |
| 7D | +0.2% | +4.5% | -4.2% | -1.2% |
| 30D | -0.5% | -5.8% | +5.3% | +1.2% |
| 3M | +9.7% | -3.7% | +13.4% | +10.1% |
| 6M | +33.9% | +23.1% | +10.8% | +23.0% |
| YTD | +49.0% | +44.2% | +4.8% | +29.2% |
| 1Y | +42.1% | +62.1% | -20.0% | +17.7% |
| 3Y | +51.9% | +121.1% | -69.2% | +8.2% |
| 5Y | +39.0% | +214.0% | -174.9% | -15.3% |
| 10Y | +57.9% | +472.8% | -414.9% | -28.1% |
| All | +453.1% | +1,713.7% | -1,260.6% | +67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling