+4,398.0%
WAB vs BEN
+1,580.9%
+2,817.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.3% |
| 7D | +4.0% | +12.1% | -8.1% | -1.2% |
| 30D | +6.3% | +13.4% | -7.1% | +0.5% |
| 3M | +3.3% | +9.4% | -6.1% | -0.9% |
| 6M | +14.5% | +19.3% | -4.8% | +5.2% |
| YTD | +42.7% | +57.3% | -14.6% | +15.0% |
| 1Y | +45.2% | +69.1% | -23.9% | +13.3% |
| 3Y | +173.8% | +85.6% | +88.1% | +98.0% |
| 5Y | +223.8% | +32.9% | +190.8% | +167.1% |
| 10Y | +280.5% | +58.3% | +222.2% | +173.1% |
| All | +4,398.0% | +1,580.9% | +2,817.1% | +1,431.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling