+52.3%
BEN vs WTW
+61.9%
-9.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -3.1% | -5.7% | +2.6% | -1.9% |
| 30D | +0.2% | -7.3% | +7.4% | +1.8% |
| 3M | +6.8% | +21.5% | -14.6% | +2.0% |
| 6M | +38.1% | +9.6% | +28.5% | +34.7% |
| YTD | +44.3% | -3.3% | +47.6% | +45.1% |
| 1Y | +42.6% | -6.1% | +48.7% | +44.6% |
| 3Y | +52.3% | +61.8% | -9.5% | +32.2% |
| All | +52.3% | +61.9% | -9.6% | +32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling