+17,845.4%
WDC vs BEN
+4,913.3%
+12,932.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.5% | +2.3% | +4.0% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | -10.0% | -0.5% | -9.4% | -9.5% |
| 3M | -18.8% | +9.7% | -28.5% | -22.4% |
| 6M | +79.0% | +33.9% | +45.1% | +53.6% |
| YTD | +171.6% | +49.0% | +122.6% | +119.7% |
| 1Y | +417.4% | +42.1% | +375.3% | +326.1% |
| 3Y | +1,251.8% | +51.9% | +1,199.9% | +937.4% |
| 5Y | +911.7% | +39.0% | +872.7% | +706.8% |
| 10Y | +1,399.6% | +57.9% | +1,341.8% | +961.8% |
| All | +17,845.4% | +4,913.3% | +12,932.1% | +2,232.5% |
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