+103.7%
BEN vs WU
-21.8%
+125.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | -0.3% |
| 7D | +6.8% | -2.0% | +8.8% | +8.0% |
| 30D | +18.0% | +11.4% | +6.6% | +10.4% |
| 3M | +7.5% | -6.8% | +14.3% | +10.7% |
| 6M | +14.7% | -14.6% | +29.3% | +20.5% |
| YTD | +56.1% | -20.6% | +76.7% | +69.2% |
| 1Y | +69.6% | -15.4% | +85.0% | +76.4% |
| 3Y | +87.7% | -23.6% | +111.3% | +100.3% |
| 5Y | +28.6% | -43.4% | +72.0% | +59.6% |
| 10Y | +59.8% | -38.8% | +98.6% | +82.3% |
| All | +103.7% | -21.8% | +125.5% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling