+408.5%
WDC vs BEN
+45.6%
+362.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.8% |
| 7D | +7.5% | +3.4% | +4.1% | +5.7% |
| 30D | +10.1% | +1.8% | +8.3% | +9.1% |
| 3M | -6.8% | +8.4% | -15.2% | -9.7% |
| 6M | +84.1% | +35.6% | +48.5% | +61.0% |
| YTD | +180.3% | +46.4% | +133.9% | +142.1% |
| All | +408.5% | +45.6% | +362.9% | +336.3% |
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