+57.0%
BEN vs WU
-27.2%
+84.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.4% |
| 7D | +4.7% | -0.8% | +5.5% | +4.9% |
| 30D | +2.6% | -1.1% | +3.7% | +2.8% |
| 3M | +11.5% | -1.8% | +13.3% | +9.9% |
| 6M | +35.3% | -23.9% | +59.2% | +44.9% |
| YTD | +48.6% | -20.4% | +69.0% | +56.1% |
| 1Y | +46.7% | -10.6% | +57.3% | +46.6% |
| 3Y | +57.0% | -27.7% | +84.8% | +63.6% |
| All | +57.0% | -27.2% | +84.2% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling