+42.1%
BEN vs WSM
+19.9%
+22.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +2.9% |
| 7D | +0.2% | -3.3% | +3.5% | +1.1% |
| 30D | -0.5% | -8.4% | +7.8% | +1.7% |
| 3M | +9.7% | +9.7% | +0.1% | +6.5% |
| 6M | +33.9% | +16.7% | +17.2% | +26.9% |
| YTD | +49.0% | +28.7% | +20.3% | +39.1% |
| 1Y | +42.1% | +13.7% | +28.5% | +33.6% |
| All | +42.1% | +19.9% | +22.2% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling