+87.7%
BEN vs WST
+24.3%
+63.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.3% |
| 7D | +6.8% | +4.2% | +2.6% | +6.4% |
| 30D | +18.0% | +11.2% | +6.8% | +17.0% |
| 3M | +7.5% | +20.4% | -12.9% | +5.8% |
| 6M | +14.7% | +37.9% | -23.2% | +11.6% |
| YTD | +56.1% | +51.8% | +4.3% | +50.0% |
| 1Y | +69.6% | +56.6% | +13.0% | +62.5% |
| 3Y | +87.7% | +24.2% | +63.5% | +61.9% |
| All | +87.7% | +24.3% | +63.4% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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