+148.4%
WEC vs BEN
+53.7%
+94.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | +0.4% | +3.4% | -3.0% | -0.2% |
| 30D | +0.9% | +1.8% | -0.9% | +0.6% |
| 3M | -5.3% | +8.4% | -13.7% | -6.8% |
| 6M | -6.6% | +35.6% | -42.2% | -11.8% |
| YTD | +3.3% | +46.4% | -43.1% | -4.0% |
| 1Y | +2.1% | +46.3% | -44.3% | -5.3% |
| 3Y | +39.6% | +54.6% | -15.0% | +26.2% |
| 5Y | +31.2% | +39.4% | -8.2% | +18.3% |
| 10Y | +148.4% | +57.6% | +90.9% | +92.0% |
| All | +148.4% | +53.7% | +94.7% | +92.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling