+4,855.7%
BEN vs WSM
+34,755.7%
-29,900.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +3.0% |
| 7D | +0.2% | -3.3% | +3.5% | +1.1% |
| 30D | -0.5% | -8.4% | +7.8% | +1.6% |
| 3M | +9.7% | +9.7% | +0.1% | +7.1% |
| 6M | +33.9% | +16.7% | +17.2% | +28.4% |
| YTD | +49.0% | +28.7% | +20.3% | +39.3% |
| 1Y | +42.1% | +13.7% | +28.5% | +36.5% |
| 3Y | +51.9% | +230.1% | -178.2% | +8.1% |
| 5Y | +39.0% | +179.0% | -139.9% | +0.6% |
| 10Y | +57.9% | +1,002.5% | -944.7% | -23.8% |
| All | +4,855.7% | +34,755.7% | -29,900.0% | +1,090.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling