+4,316.0%
WAB vs BEN
+1,568.4%
+2,747.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.0% |
| 7D | +5.1% | +6.8% | -1.7% | +2.1% |
| 30D | +4.0% | +18.0% | -14.0% | -3.4% |
| 3M | +0.1% | +7.5% | -7.4% | -3.2% |
| 6M | +12.8% | +14.7% | -1.9% | +5.5% |
| YTD | +40.1% | +56.1% | -16.0% | +13.3% |
| 1Y | +46.4% | +69.6% | -23.2% | +14.1% |
| 3Y | +167.4% | +87.7% | +79.7% | +92.4% |
| 5Y | +215.0% | +28.6% | +186.4% | +163.8% |
| 10Y | +269.2% | +59.8% | +209.4% | +164.0% |
| All | +4,316.0% | +1,568.4% | +2,747.6% | +1,408.7% |
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