+4,855.7%
BEN vs WST
+12,330.1%
-7,474.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +0.2% | +0.7% | -0.5% | 0.0% |
| 30D | -0.5% | -3.1% | +2.6% | +0.5% |
| 3M | +9.7% | +7.2% | +2.5% | +6.7% |
| 6M | +33.9% | +36.8% | -2.9% | +18.5% |
| YTD | +49.0% | +23.8% | +25.1% | +36.1% |
| 1Y | +42.1% | +37.8% | +4.3% | +24.0% |
| 3Y | +51.9% | -15.9% | +67.8% | +43.5% |
| 5Y | +39.0% | -25.8% | +64.9% | +33.4% |
| 10Y | +57.9% | +319.6% | -261.7% | -31.2% |
| All | +4,855.7% | +12,330.1% | -7,474.4% | +688.4% |
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