+87.7%
BEN vs WCN
+52.1%
+35.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.8% | +2.6% | +4.2% | +6.4% |
| 30D | +18.0% | +23.9% | -6.0% | +14.1% |
| 3M | +7.5% | +17.4% | -10.0% | +4.8% |
| 6M | +14.7% | +28.0% | -13.3% | +9.7% |
| YTD | +56.1% | +11.6% | +44.5% | +54.0% |
| 1Y | +69.6% | +16.9% | +52.7% | +65.1% |
| 3Y | +87.7% | +51.6% | +36.1% | +44.3% |
| All | +87.7% | +52.1% | +35.6% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling