+417.4%
WDC vs BEN
+42.6%
+374.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.5% | +2.3% | +4.1% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | -10.0% | -0.5% | -9.4% | -9.6% |
| 3M | -18.8% | +9.7% | -28.5% | -21.6% |
| 6M | +79.0% | +33.9% | +45.1% | +56.9% |
| YTD | +171.6% | +49.0% | +122.6% | +133.9% |
| 1Y | +417.4% | +42.1% | +375.3% | +341.6% |
| All | +417.4% | +42.6% | +374.8% | +341.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling