+42.1%
BEN vs WTW
+3.0%
+39.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.7% | +3.8% |
| 7D | +0.2% | -2.6% | +2.9% | +0.5% |
| 30D | -0.5% | -1.0% | +0.4% | -0.5% |
| 3M | +9.7% | +29.9% | -20.2% | +6.1% |
| 6M | +33.9% | +10.7% | +23.2% | +32.4% |
| YTD | +49.0% | +2.6% | +46.4% | +48.9% |
| 1Y | +42.1% | +2.8% | +39.4% | +40.5% |
| All | +42.1% | +3.0% | +39.1% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling