+52.3%
BEN vs WY
-24.8%
+77.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -3.1% | -4.2% | +1.1% | -1.2% |
| 30D | +0.2% | -10.1% | +10.3% | +5.1% |
| 3M | +6.8% | -8.5% | +15.3% | +10.5% |
| 6M | +38.1% | -3.3% | +41.4% | +38.6% |
| YTD | +44.3% | -4.4% | +48.7% | +44.8% |
| 1Y | +42.6% | -11.5% | +54.1% | +49.1% |
| 3Y | +52.3% | -24.3% | +76.6% | +69.0% |
| All | +52.3% | -24.8% | +77.1% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling