+58.5%
WM vs BEN
+30.9%
+27.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.2% |
| 7D | +1.2% | +12.1% | -11.0% | +0.2% |
| 30D | +13.7% | +13.4% | +0.3% | +12.4% |
| 3M | +5.2% | +9.4% | -4.1% | +4.4% |
| 6M | +11.2% | +19.3% | -8.1% | +9.3% |
| YTD | +9.4% | +57.3% | -47.8% | +4.2% |
| 1Y | +20.4% | +69.1% | -48.7% | +13.7% |
| 3Y | +44.7% | +85.6% | -40.9% | +32.2% |
| 5Y | +58.5% | +32.9% | +25.5% | +53.5% |
| All | +58.5% | +30.9% | +27.6% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling