+365.8%
BEN vs WCN
+8,080.5%
-7,714.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.8% | +2.6% | +4.2% | +5.9% |
| 30D | +18.0% | +23.9% | -6.0% | +9.9% |
| 3M | +7.5% | +17.4% | -10.0% | +1.8% |
| 6M | +14.7% | +28.0% | -13.3% | +5.2% |
| YTD | +56.1% | +11.6% | +44.5% | +48.9% |
| 1Y | +69.6% | +16.9% | +52.7% | +59.3% |
| 3Y | +87.7% | +51.6% | +36.1% | +60.6% |
| 5Y | +28.6% | +48.0% | -19.3% | +10.4% |
| 10Y | +59.8% | +322.6% | -262.8% | +0.6% |
| All | +365.8% | +8,080.5% | -7,714.7% | +92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling