+477.0%
BEN vs WCC
+1,591.1%
-1,114.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +11.3% | +14.2% | -2.9% | +6.6% |
| 30D | +15.0% | -9.8% | +24.9% | +18.2% |
| 3M | +7.8% | -10.1% | +18.0% | +10.4% |
| 6M | +15.5% | -9.4% | +24.9% | +16.9% |
| YTD | +55.4% | +34.4% | +21.0% | +36.6% |
| 1Y | +63.3% | +23.3% | +40.0% | +47.4% |
| 3Y | +83.4% | +137.9% | -54.5% | +26.5% |
| 5Y | +28.1% | +144.0% | -115.9% | -16.0% |
| 10Y | +59.1% | +442.5% | -383.4% | -26.8% |
| All | +477.0% | +1,591.1% | -1,114.1% | +76.7% |
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 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