+39.4%
BEN vs WCN
+27.0%
+12.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.4% | -1.2% |
| 7D | +3.4% | -1.7% | +5.1% | +3.9% |
| 30D | +1.8% | -3.0% | +4.8% | +2.7% |
| 3M | +8.4% | +2.5% | +5.8% | +6.9% |
| 6M | +35.6% | -5.7% | +41.3% | +37.7% |
| YTD | +46.4% | -7.4% | +53.8% | +49.4% |
| 1Y | +46.3% | -8.6% | +54.9% | +49.9% |
| 3Y | +54.6% | +19.4% | +35.2% | +35.1% |
| 5Y | +39.4% | +27.2% | +12.2% | +14.8% |
| All | +39.4% | +27.0% | +12.3% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling