+11,850.9%
WDC vs BEN
+5,129.3%
+6,721.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | +16.3% | +11.3% | +5.0% | +9.9% |
| 30D | -18.3% | +15.0% | -33.3% | -23.8% |
| 3M | -31.4% | +7.8% | -39.3% | -33.9% |
| 6M | -36.3% | +15.5% | -51.8% | -40.8% |
| YTD | +80.8% | +55.4% | +25.4% | +43.5% |
| 1Y | +87.7% | +63.3% | +24.4% | +45.0% |
| 3Y | +819.4% | +83.4% | +736.0% | +543.6% |
| 5Y | +583.2% | +28.1% | +555.1% | +472.9% |
| 10Y | +689.8% | +59.1% | +630.7% | +461.5% |
| All | +11,850.9% | +5,129.3% | +6,721.6% | +1,423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling