+59.7%
WM vs BEN
+19.4%
+40.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -2.4% |
| 7D | +1.2% | +6.6% | -5.4% | +0.6% |
| 30D | +13.1% | +3.8% | +9.2% | +12.7% |
| 3M | +3.6% | +0.2% | +3.4% | +3.5% |
| 6M | +8.1% | +10.4% | -2.4% | +6.9% |
| YTD | +8.9% | +46.2% | -37.3% | +4.4% |
| 1Y | +20.3% | +52.3% | -31.9% | +14.8% |
| 3Y | +46.2% | +65.9% | -19.8% | +35.4% |
| All | +59.7% | +19.4% | +40.3% | +56.7% |
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