+53.6%
BEN vs WWD
+439.4%
-385.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.7% |
| 7D | +6.8% | +4.0% | +2.8% | +5.0% |
| 30D | +18.0% | +0.4% | +17.6% | +17.6% |
| 3M | +7.5% | -7.9% | +15.4% | +10.9% |
| 6M | +14.7% | -10.6% | +25.3% | +19.0% |
| YTD | +56.1% | +9.4% | +46.7% | +46.1% |
| 1Y | +69.6% | +25.7% | +43.8% | +47.9% |
| 3Y | +87.7% | +148.5% | -60.9% | +13.7% |
| 5Y | +28.6% | +189.5% | -160.9% | -29.5% |
| All | +53.6% | +439.4% | -385.7% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling