+93.9%
BEN vs WU
-21.6%
+115.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +1.2% |
| 7D | +4.7% | -0.8% | +5.5% | +5.1% |
| 30D | +2.6% | -1.1% | +3.7% | +3.0% |
| 3M | +11.5% | -1.8% | +13.3% | +9.1% |
| 6M | +35.3% | -23.9% | +59.2% | +52.3% |
| YTD | +48.6% | -20.4% | +69.0% | +62.3% |
| 1Y | +46.7% | -10.6% | +57.3% | +47.5% |
| 3Y | +57.0% | -27.7% | +84.8% | +73.5% |
| 5Y | +41.8% | -51.1% | +93.0% | +93.8% |
| 10Y | +55.2% | -40.7% | +95.9% | +81.6% |
| All | +93.9% | -21.6% | +115.5% | +68.2% |
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 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