+141.0%
WBD vs BEN
+53.1%
+87.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.1% |
| 7D | -1.7% | +3.4% | -5.1% | -3.6% |
| 30D | +3.9% | +1.8% | +2.1% | +2.7% |
| 3M | +5.1% | +8.4% | -3.3% | -0.4% |
| 6M | +0.6% | +35.6% | -35.1% | -17.7% |
| YTD | -3.2% | +46.4% | -49.5% | -25.3% |
| 1Y | +127.7% | +46.3% | +81.3% | +74.8% |
| All | +141.0% | +53.1% | +87.9% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling