+336.3%
WBD vs BEN
+144.5%
+191.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.9% | +7.9% | +10.7% |
| 7D | +13.8% | +5.9% | +7.9% | +10.7% |
| 30D | +13.8% | +5.9% | +7.9% | +10.7% |
| 3M | +13.8% | +5.9% | +7.9% | +10.7% |
| 6M | +13.3% | +43.4% | -30.1% | -6.5% |
| YTD | +7.4% | +42.5% | -35.1% | -11.7% |
| 1Y | +63.0% | +45.0% | +18.0% | +32.1% |
| 3Y | +206.7% | +61.3% | +145.5% | +133.5% |
| 5Y | +18.4% | +39.6% | -21.3% | -3.2% |
| 10Y | +11.8% | +47.7% | -35.9% | -17.9% |
| All | +336.3% | +144.5% | +191.8% | +133.5% |
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