+85.6%
BEN vs WU
-20.5%
+106.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.9% |
| 7D | +12.1% | +11.0% | +1.1% | +9.0% |
| 30D | +13.4% | +13.4% | 0.0% | +9.5% |
| 3M | +9.4% | +2.2% | +7.1% | +8.3% |
| 6M | +19.3% | -18.2% | +37.5% | +25.0% |
| YTD | +57.3% | -18.3% | +75.5% | +63.9% |
| 1Y | +69.1% | -12.2% | +81.3% | +71.0% |
| 3Y | +85.6% | -20.8% | +106.4% | +95.2% |
| All | +85.6% | -20.5% | +106.1% | +95.2% |
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