+51.8%
BEN vs WU
-39.5%
+91.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | +0.3% | -5.0% | +5.3% | +2.8% |
| 30D | +0.9% | -2.3% | +3.2% | +1.8% |
| 3M | +9.2% | -3.2% | +12.4% | +7.8% |
| 6M | +36.8% | -25.0% | +61.8% | +53.3% |
| YTD | +44.4% | -21.7% | +66.0% | +57.5% |
| 1Y | +45.8% | -9.0% | +54.8% | +44.8% |
| 3Y | +52.5% | -28.9% | +81.4% | +68.7% |
| 5Y | +37.7% | -51.0% | +88.7% | +86.0% |
| All | +51.8% | -39.5% | +91.3% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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