+48.5%
WAB vs BEN
+43.6%
+4.9%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | +0.3% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -5.9% | +0.9% | -6.8% | -6.1% |
| 3M | +9.4% | +9.2% | +0.2% | +6.1% |
| 6M | +13.8% | +36.8% | -22.9% | +1.9% |
| YTD | +31.8% | +44.4% | -12.6% | +14.6% |
| 1Y | +48.5% | +45.8% | +2.7% | +27.5% |
| All | +48.5% | +43.6% | +4.9% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling