+231.8%
WAT vs BEN
+55.0%
+176.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.7% |
| 7D | +3.4% | +12.1% | -8.7% | -1.0% |
| 30D | +9.6% | +13.4% | -3.8% | +4.6% |
| 3M | +15.5% | +9.4% | +6.1% | +11.5% |
| 6M | +33.9% | +19.3% | +14.6% | +24.5% |
| YTD | +25.2% | +57.3% | -32.1% | +4.6% |
| 1Y | +26.3% | +69.1% | -42.8% | +2.6% |
| 3Y | +85.8% | +85.6% | +0.2% | +42.7% |
| 5Y | +35.3% | +32.9% | +2.3% | +14.4% |
| 10Y | +231.8% | +58.3% | +173.5% | +136.2% |
| All | +231.8% | +55.0% | +176.8% | +136.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling