+180.3%
WMB vs BEN
+19.4%
+160.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -1.2% |
| 7D | -13.8% | +6.6% | -20.4% | -15.0% |
| 30D | -10.3% | +3.8% | -14.2% | -11.1% |
| 3M | -10.1% | +0.2% | -10.3% | -10.2% |
| 6M | -11.8% | +10.4% | -22.3% | -14.2% |
| YTD | +8.9% | +46.2% | -37.2% | -1.2% |
| 1Y | +14.0% | +52.3% | -38.3% | +2.2% |
| 3Y | +100.5% | +65.9% | +34.6% | +70.8% |
| All | +180.3% | +19.4% | +160.9% | +160.5% |
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