+57.6%
BEN vs WING
+359.3%
-301.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.6% | -1.7% |
| 7D | +3.4% | -2.3% | +5.6% | +3.7% |
| 30D | +1.8% | -5.6% | +7.4% | +2.4% |
| 3M | +8.4% | -22.9% | +31.3% | +11.9% |
| 6M | +35.6% | -50.4% | +86.1% | +49.7% |
| YTD | +46.4% | -53.3% | +99.7% | +62.0% |
| 1Y | +46.3% | -61.2% | +107.5% | +66.0% |
| 3Y | +54.6% | -30.1% | +84.7% | +48.3% |
| 5Y | +39.4% | -35.0% | +74.4% | +28.5% |
| 10Y | +57.6% | +375.5% | -318.0% | +1.3% |
| All | +57.6% | +359.3% | -301.7% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling