+53.6%
BEN vs WY
+5.0%
+48.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.4% |
| 7D | +6.8% | -0.8% | +7.6% | +7.2% |
| 30D | +18.0% | +10.1% | +7.9% | +11.7% |
| 3M | +7.5% | -15.4% | +22.8% | +16.4% |
| 6M | +14.7% | -8.3% | +23.0% | +18.0% |
| YTD | +56.1% | -9.8% | +65.9% | +61.0% |
| 1Y | +69.6% | -3.9% | +73.5% | +68.6% |
| 3Y | +87.7% | -23.3% | +111.0% | +107.7% |
| 5Y | +28.6% | -31.2% | +59.9% | +51.1% |
| All | +53.6% | +5.0% | +48.6% | +43.0% |
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