+283.3%
WMB vs BEN
+58.0%
+225.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | +8.1% | +11.3% | -3.3% | +4.5% |
| 30D | -6.9% | +15.0% | -21.9% | -11.0% |
| 3M | -5.1% | +7.8% | -12.9% | -7.6% |
| 6M | -5.7% | +15.5% | -21.2% | -10.6% |
| YTD | +18.1% | +55.4% | -37.3% | +0.9% |
| 1Y | +18.4% | +63.3% | -44.9% | -0.5% |
| 3Y | +122.7% | +83.4% | +39.3% | +73.4% |
| 5Y | +202.0% | +28.1% | +174.0% | +161.7% |
| All | +283.3% | +58.0% | +225.3% | +168.3% |
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