+16.6%
BEN vs WING
+405.9%
-389.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.7% |
| 7D | +0.2% | -3.9% | +4.1% | +0.8% |
| 30D | -0.5% | -11.6% | +11.0% | +1.1% |
| 3M | +9.7% | -24.2% | +33.9% | +13.8% |
| 6M | +33.9% | -54.1% | +88.0% | +50.2% |
| YTD | +49.0% | -53.9% | +102.9% | +65.9% |
| 1Y | +42.1% | -64.4% | +106.5% | +64.4% |
| 3Y | +51.9% | -30.2% | +82.1% | +45.8% |
| 5Y | +39.0% | -34.1% | +73.2% | +28.6% |
| 10Y | +57.9% | +342.1% | -284.3% | -4.1% |
| All | +16.6% | +405.9% | -389.3% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling