+52.4%
BEN vs WSM
+226.4%
-174.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -1.0% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +0.9% | -10.7% | +11.6% | +3.5% |
| 3M | +9.2% | +8.5% | +0.7% | +6.9% |
| 6M | +36.8% | +19.6% | +17.1% | +30.7% |
| YTD | +44.4% | +26.6% | +17.8% | +36.2% |
| 1Y | +45.8% | +12.0% | +33.9% | +40.9% |
| All | +52.4% | +226.4% | -174.1% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling