+45.7%
WM vs BEN
+77.1%
-31.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.2% | +0.1% |
| 7D | -0.5% | +12.2% | -12.7% | -0.6% |
| 30D | +13.3% | +12.1% | +1.2% | +13.2% |
| 3M | +4.4% | +7.3% | -2.9% | +4.3% |
| 6M | +10.8% | +17.9% | -7.0% | +10.5% |
| YTD | +9.1% | +55.4% | -46.4% | +7.4% |
| 1Y | +19.1% | +69.3% | -50.2% | +16.8% |
| 3Y | +45.7% | +82.8% | -37.2% | +36.0% |
| All | +45.7% | +77.1% | -31.5% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling