+61.0%
BEN vs WWD
+468.3%
-407.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.6% |
| 7D | +7.2% | +3.7% | +3.4% | +5.6% |
| 30D | +14.1% | +1.8% | +12.3% | +13.0% |
| 3M | +9.9% | -5.0% | +14.9% | +11.9% |
| 6M | +17.4% | -8.4% | +25.8% | +20.5% |
| YTD | +57.3% | +12.3% | +45.0% | +45.5% |
| 1Y | +66.9% | +26.2% | +40.7% | +45.4% |
| 3Y | +85.7% | +154.6% | -68.9% | +11.3% |
| 5Y | +31.2% | +195.3% | -164.0% | -28.7% |
| 10Y | +61.0% | +466.3% | -405.2% | -37.3% |
| All | +61.0% | +468.3% | -407.3% | -37.3% |
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