+26,336.4%
WM vs BEN
+4,913.3%
+21,423.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.1% |
| 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% | -2.2% |
| 6M | -9.5% | +33.9% | -43.4% | -16.6% |
| YTD | +0.5% | +49.0% | -48.5% | -10.1% |
| 1Y | -1.1% | +42.1% | -43.2% | -10.7% |
| 3Y | +46.0% | +51.9% | -5.8% | +26.0% |
| 5Y | +51.8% | +39.0% | +12.8% | +30.3% |
| 10Y | +307.5% | +57.9% | +249.7% | +218.6% |
| All | +26,336.4% | +4,913.3% | +21,423.0% | +7,194.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling