+4,762.1%
BEN vs WST
+14,518.0%
-9,755.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.9% | +4.1% |
| 7D | +6.6% | -3.1% | +9.7% | +7.8% |
| 30D | +3.8% | +9.1% | -5.2% | +0.8% |
| 3M | +0.2% | +14.7% | -14.5% | -4.6% |
| 6M | +10.4% | +28.0% | -17.6% | +0.7% |
| YTD | +46.2% | +45.6% | +0.5% | +26.0% |
| 1Y | +52.3% | +45.7% | +6.6% | +31.2% |
| 3Y | +65.9% | +21.1% | +44.9% | +36.7% |
| 5Y | +20.6% | +0.3% | +20.2% | +3.4% |
| 10Y | +64.8% | +449.0% | -384.2% | -35.0% |
| All | +4,762.1% | +14,518.0% | -9,755.9% | +630.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling