+45.8%
BEN vs WWD
+40.3%
+5.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -1.0% |
| 7D | +0.3% | -2.9% | +3.2% | +1.1% |
| 30D | +0.9% | -6.6% | +7.5% | +2.5% |
| 3M | +9.2% | -9.3% | +18.5% | +11.2% |
| 6M | +36.8% | -13.6% | +50.4% | +40.2% |
| YTD | +44.4% | +10.4% | +34.0% | +42.7% |
| 1Y | +45.8% | +39.9% | +6.0% | +38.2% |
| All | +45.8% | +40.3% | +5.5% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling