+330.3%
WM vs BEN
+58.7%
+271.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | +3.2% | +6.8% | -3.6% | +1.8% |
| 30D | +13.0% | +18.0% | -5.0% | +9.2% |
| 3M | +9.2% | +7.5% | +1.8% | +7.4% |
| 6M | +13.6% | +14.7% | -1.1% | +9.9% |
| YTD | +12.4% | +56.1% | -43.7% | +1.4% |
| 1Y | +21.2% | +69.6% | -48.4% | +7.3% |
| 3Y | +48.7% | +87.7% | -39.0% | +25.0% |
| 5Y | +61.9% | +28.6% | +33.2% | +47.0% |
| All | +330.3% | +58.7% | +271.6% | +226.6% |
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