+4.2%
WBD vs BEN
+40.0%
-35.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.2% |
| 7D | -1.7% | +3.4% | -5.1% | -3.9% |
| 30D | +3.9% | +1.8% | +2.1% | +2.5% |
| 3M | +5.1% | +8.4% | -3.3% | -1.3% |
| 6M | +0.6% | +35.6% | -35.1% | -20.0% |
| YTD | -3.2% | +46.4% | -49.5% | -27.7% |
| 1Y | +127.7% | +46.3% | +81.3% | +68.8% |
| 3Y | +146.6% | +54.6% | +91.9% | +70.1% |
| 5Y | +4.2% | +39.4% | -35.2% | -25.4% |
| All | +4.2% | +40.0% | -35.8% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling