+51.8%
BEN vs WTW
+198.0%
-146.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -3.1% | -5.7% | +2.6% | -0.3% |
| 30D | +0.2% | -7.3% | +7.4% | +3.8% |
| 3M | +6.8% | +21.5% | -14.6% | -3.8% |
| 6M | +38.1% | +9.6% | +28.5% | +29.7% |
| YTD | +44.3% | -3.3% | +47.6% | +43.6% |
| 1Y | +42.6% | -6.1% | +48.7% | +43.8% |
| 3Y | +52.3% | +61.8% | -9.5% | +9.7% |
| 5Y | +37.6% | +42.7% | -5.0% | +5.8% |
| All | +51.8% | +198.0% | -146.3% | -16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling