+336.4%
WM vs BEN
+62.2%
+274.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -3.0% |
| 7D | +1.2% | +6.6% | -5.4% | -0.1% |
| 30D | +13.1% | +3.8% | +9.2% | +12.1% |
| 3M | +3.6% | +0.2% | +3.4% | +3.4% |
| 6M | +8.1% | +10.4% | -2.4% | +5.4% |
| YTD | +8.9% | +46.2% | -37.3% | -0.3% |
| 1Y | +20.3% | +52.3% | -31.9% | +9.1% |
| 3Y | +46.2% | +65.9% | -19.8% | +26.6% |
| 5Y | +59.9% | +20.6% | +39.3% | +47.1% |
| All | +336.4% | +62.2% | +274.2% | +234.6% |
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