+302.1%
WMB vs BEN
+56.5%
+245.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +0.8% | +4.7% | -3.9% | -0.7% |
| 30D | +7.7% | +2.6% | +5.1% | +6.7% |
| 3M | +6.7% | +11.5% | -4.8% | +2.6% |
| 6M | +3.6% | +35.3% | -31.7% | -6.8% |
| YTD | +28.0% | +48.6% | -20.6% | +11.1% |
| 1Y | +37.6% | +46.7% | -9.1% | +19.6% |
| 3Y | +149.0% | +57.0% | +92.0% | +104.9% |
| 5Y | +285.3% | +41.8% | +243.5% | +217.6% |
| 10Y | +302.1% | +55.2% | +246.8% | +186.2% |
| All | +302.1% | +56.5% | +245.6% | +186.2% |
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