+4,404.6%
WEC vs BEN
+5,192.0%
-787.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | +1.4% | +12.1% | -10.7% | -0.4% |
| 30D | +12.8% | +13.4% | -0.6% | +10.6% |
| 3M | +11.2% | +9.4% | +1.9% | +9.6% |
| 6M | +6.6% | +19.3% | -12.6% | +3.5% |
| YTD | +13.8% | +57.3% | -43.4% | +5.7% |
| 1Y | +7.6% | +69.1% | -61.5% | -1.2% |
| 3Y | +62.2% | +85.6% | -23.4% | +44.8% |
| 5Y | +52.0% | +32.9% | +19.0% | +41.0% |
| 10Y | +189.4% | +58.3% | +131.1% | +150.6% |
| All | +4,404.6% | +5,192.0% | -787.4% | +2,442.3% |
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