+51.8%
BEN vs WY
+7.6%
+44.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -3.1% | -4.2% | +1.1% | -0.9% |
| 30D | +0.2% | -10.1% | +10.3% | +5.8% |
| 3M | +6.8% | -8.5% | +15.3% | +11.1% |
| 6M | +38.1% | -3.3% | +41.4% | +39.0% |
| YTD | +44.3% | -4.4% | +48.7% | +45.4% |
| 1Y | +42.6% | -11.5% | +54.1% | +49.2% |
| 3Y | +52.3% | -24.3% | +76.6% | +71.3% |
| 5Y | +37.6% | -21.3% | +59.0% | +51.7% |
| All | +51.8% | +7.6% | +44.2% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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