+39.4%
BEN vs WWD
+191.3%
-151.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.4% |
| 7D | +3.4% | +0.6% | +2.7% | +3.1% |
| 30D | +1.8% | -5.1% | +6.9% | +3.7% |
| 3M | +8.4% | -11.2% | +19.6% | +12.6% |
| 6M | +35.6% | -12.0% | +47.7% | +40.7% |
| YTD | +46.4% | +12.0% | +34.4% | +37.3% |
| 1Y | +46.3% | +42.8% | +3.5% | +23.0% |
| 3Y | +54.6% | +168.9% | -114.3% | -7.6% |
| 5Y | +39.4% | +192.2% | -152.8% | -24.2% |
| All | +39.4% | +191.3% | -151.9% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling