+3,978.4%
WEC vs BEN
+4,913.3%
-934.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -1.2% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | -1.3% | -0.5% | -0.7% | -1.2% |
| 3M | -3.9% | +9.7% | -13.6% | -5.4% |
| 6M | -8.3% | +33.9% | -42.2% | -12.6% |
| YTD | +3.1% | +49.0% | -45.9% | -3.4% |
| 1Y | +1.9% | +42.1% | -40.2% | -3.9% |
| 3Y | +41.9% | +51.9% | -10.0% | +30.7% |
| 5Y | +30.8% | +39.0% | -8.3% | +20.3% |
| 10Y | +141.9% | +57.9% | +84.1% | +109.5% |
| All | +3,978.4% | +4,913.3% | -934.9% | +2,223.3% |
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