+1,228.2%
WDC vs BEN
+56.7%
+1,171.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.7% |
| 7D | +4.4% | +0.3% | +4.1% | +4.3% |
| 30D | +5.3% | +0.9% | +4.4% | +4.8% |
| 3M | -5.9% | +9.2% | -15.1% | -10.4% |
| 6M | +73.2% | +36.8% | +36.5% | +44.8% |
| YTD | +167.8% | +44.4% | +123.5% | +116.1% |
| 1Y | +386.0% | +45.8% | +340.2% | +287.3% |
| 3Y | +1,309.7% | +52.5% | +1,257.2% | +945.3% |
| 5Y | +957.1% | +37.7% | +919.4% | +718.7% |
| All | +1,228.2% | +56.7% | +1,171.5% | +821.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling