+58.3%
BEN vs WING
+675.9%
-617.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.8% |
| 7D | +12.1% | +5.0% | +7.2% | +11.3% |
| 30D | +13.4% | +38.7% | -25.3% | +7.6% |
| 3M | +9.4% | +44.7% | -35.3% | +2.4% |
| 6M | +19.3% | +31.5% | -12.2% | +12.4% |
| YTD | +57.3% | -28.4% | +85.7% | +62.1% |
| 1Y | +69.1% | -28.2% | +97.3% | +73.8% |
| 3Y | +85.6% | -18.4% | +104.0% | +75.4% |
| 5Y | +32.9% | +5.2% | +27.7% | +13.4% |
| 10Y | +58.3% | +699.8% | -641.5% | -7.9% |
| All | +58.3% | +675.9% | -617.5% | -7.9% |
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