+39.4%
BEN vs WY
-20.4%
+59.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | +3.4% | -1.7% | +5.1% | +4.4% |
| 30D | +1.8% | -9.9% | +11.6% | +8.1% |
| 3M | +8.4% | -7.5% | +15.9% | +12.5% |
| 6M | +35.6% | -5.1% | +40.8% | +38.0% |
| YTD | +46.4% | -2.1% | +48.5% | +45.0% |
| 1Y | +46.3% | -7.3% | +53.7% | +49.6% |
| 3Y | +54.6% | -22.6% | +77.3% | +74.7% |
| 5Y | +39.4% | -19.8% | +59.2% | +51.6% |
| All | +39.4% | -20.4% | +59.8% | +51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling