+39.4%
BEN vs WU
-51.4%
+90.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.2% |
| 7D | +3.4% | -4.9% | +8.3% | +5.3% |
| 30D | +1.8% | -1.3% | +3.1% | +2.1% |
| 3M | +8.4% | -3.6% | +11.9% | +7.4% |
| 6M | +35.6% | -24.3% | +60.0% | +48.6% |
| YTD | +46.4% | -21.1% | +67.5% | +56.9% |
| 1Y | +46.3% | -10.3% | +56.6% | +46.3% |
| 3Y | +54.6% | -28.4% | +83.0% | +68.1% |
| 5Y | +39.4% | -51.2% | +90.6% | +82.4% |
| All | +39.4% | -51.4% | +90.8% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling