+1,359.8%
WDC vs BEN
+56.8%
+1,302.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.4% | +2.2% |
| 7D | +6.0% | +4.7% | +1.3% | +4.0% |
| 30D | +9.9% | +2.6% | +7.3% | +8.8% |
| 3M | -9.4% | +11.5% | -20.9% | -13.2% |
| 6M | +94.7% | +35.3% | +59.4% | +72.0% |
| YTD | +177.4% | +48.6% | +128.7% | +136.1% |
| 1Y | +412.6% | +46.7% | +365.9% | +337.1% |
| 3Y | +1,359.8% | +57.0% | +1,302.8% | +1,108.0% |
| All | +1,359.8% | +56.8% | +1,302.9% | +1,108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling