+305.6%
WM vs BEN
+57.9%
+247.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.9% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | -2.4% | -0.5% | -1.8% | -2.3% |
| 3M | +0.4% | +9.7% | -9.3% | -1.7% |
| 6M | -9.5% | +33.9% | -43.4% | -15.3% |
| YTD | +0.5% | +49.0% | -48.5% | -8.2% |
| 1Y | -1.1% | +42.1% | -43.2% | -8.9% |
| 3Y | +46.0% | +51.9% | -5.8% | +29.6% |
| 5Y | +51.8% | +39.0% | +12.8% | +33.9% |
| All | +305.6% | +57.9% | +247.7% | +206.5% |
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 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