+102.8%
BEN vs WU
-22.9%
+125.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.5% |
| 7D | +11.3% | -5.3% | +16.6% | +14.6% |
| 30D | +15.0% | +9.0% | +6.0% | +8.9% |
| 3M | +7.8% | -3.6% | +11.4% | +8.8% |
| 6M | +15.5% | -19.4% | +34.9% | +25.3% |
| YTD | +55.4% | -21.7% | +77.1% | +69.7% |
| 1Y | +63.3% | -16.1% | +79.4% | +70.6% |
| 3Y | +83.4% | -24.1% | +107.5% | +96.4% |
| 5Y | +28.1% | -44.1% | +72.2% | +60.1% |
| 10Y | +59.1% | -39.6% | +98.7% | +82.9% |
| All | +102.8% | -22.9% | +125.6% | +75.9% |
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