+45.8%
BEN vs WCN
-9.4%
+55.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.3% |
| 7D | +0.3% | -4.4% | +4.7% | +0.4% |
| 30D | +0.9% | -4.4% | +5.3% | +0.9% |
| 3M | +9.2% | +0.5% | +8.7% | +8.8% |
| 6M | +36.8% | -3.3% | +40.0% | +37.5% |
| YTD | +44.4% | -8.5% | +52.9% | +45.8% |
| 1Y | +45.8% | -8.9% | +54.8% | +50.6% |
| All | +45.8% | -9.4% | +55.3% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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