+259.9%
WMB vs BEN
+70.4%
+189.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.3% | -2.6% | +1.7% |
| 7D | -6.7% | +12.2% | -18.9% | -10.0% |
| 30D | -8.6% | +12.1% | -20.7% | -11.9% |
| 3M | -4.9% | +7.3% | -12.2% | -7.3% |
| 6M | -6.3% | +17.9% | -24.2% | -11.7% |
| YTD | +13.0% | +55.4% | -42.5% | -3.5% |
| 1Y | +14.9% | +69.3% | -54.4% | -4.6% |
| 3Y | +113.4% | +82.8% | +30.5% | +66.4% |
| 5Y | +190.2% | +28.8% | +161.4% | +150.9% |
| 10Y | +259.9% | +53.9% | +206.0% | +155.4% |
| All | +259.9% | +70.4% | +189.4% | +155.4% |
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