+991.6%
WDC vs BEN
+40.0%
+951.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.9% |
| 7D | +7.5% | +3.4% | +4.1% | +5.5% |
| 30D | +10.1% | +1.8% | +8.3% | +9.0% |
| 3M | -6.8% | +8.4% | -15.2% | -10.7% |
| 6M | +84.1% | +35.6% | +48.5% | +55.4% |
| YTD | +180.3% | +46.4% | +133.9% | +125.8% |
| 1Y | +411.1% | +46.3% | +364.8% | +309.3% |
| 3Y | +1,375.0% | +54.6% | +1,320.4% | +989.7% |
| 5Y | +991.6% | +39.4% | +952.2% | +725.7% |
| All | +991.6% | +40.0% | +951.6% | +725.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling