+222.9%
WAB vs BEN
+40.0%
+182.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +0.2% | +3.4% | -3.1% | -1.2% |
| 30D | -4.6% | +1.8% | -6.3% | -5.3% |
| 3M | +5.6% | +8.4% | -2.7% | +1.9% |
| 6M | +13.8% | +35.6% | -21.8% | -0.6% |
| YTD | +31.9% | +46.4% | -14.5% | +11.0% |
| 1Y | +48.3% | +46.3% | +1.9% | +24.5% |
| 3Y | +167.1% | +54.6% | +112.5% | +111.0% |
| 5Y | +222.9% | +39.4% | +183.5% | +156.2% |
| All | +222.9% | +40.0% | +182.9% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling