+11.4%
WBD vs BEN
+56.6%
-45.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -0.7% | -3.1% | +2.4% | +1.0% |
| 30D | +1.4% | +0.2% | +1.2% | +1.2% |
| 3M | +4.4% | +6.8% | -2.5% | -0.2% |
| 6M | +0.8% | +38.1% | -37.3% | -17.7% |
| YTD | -2.7% | +44.3% | -47.1% | -23.1% |
| 1Y | +73.4% | +42.6% | +30.8% | +36.9% |
| 3Y | +142.1% | +52.3% | +89.8% | +81.4% |
| 5Y | +7.2% | +37.6% | -30.4% | -15.8% |
| All | +11.4% | +56.6% | -45.3% | -22.9% |
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