+296.4%
WBD vs BEN
+155.0%
+141.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.3% |
| 7D | -0.7% | +4.7% | -5.4% | -3.1% |
| 30D | +5.0% | +2.6% | +2.4% | +3.5% |
| 3M | +6.2% | +11.5% | -5.3% | -0.3% |
| 6M | +0.6% | +35.3% | -34.7% | -15.5% |
| YTD | -2.4% | +48.6% | -51.1% | -22.4% |
| 1Y | +127.7% | +46.7% | +81.0% | +81.5% |
| 3Y | +148.4% | +57.0% | +91.4% | +89.5% |
| 5Y | +4.2% | +41.8% | -37.6% | -16.4% |
| 10Y | +10.8% | +55.2% | -44.4% | -21.6% |
| All | +296.4% | +155.0% | +141.3% | +105.4% |
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 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