+4,918.1%
WMB vs BEN
+5,192.0%
-273.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.0% |
| 7D | -6.9% | +12.1% | -19.1% | -11.4% |
| 30D | -7.2% | +13.4% | -20.6% | -12.2% |
| 3M | -5.4% | +9.4% | -14.8% | -9.3% |
| 6M | -4.9% | +19.3% | -24.1% | -12.6% |
| YTD | +14.7% | +57.3% | -42.6% | -7.0% |
| 1Y | +14.7% | +69.1% | -54.4% | -9.8% |
| 3Y | +116.4% | +85.6% | +30.7% | +56.4% |
| 5Y | +198.5% | +32.9% | +165.6% | +140.3% |
| 10Y | +266.3% | +58.3% | +208.0% | +151.1% |
| All | +4,918.1% | +5,192.0% | -273.8% | +1,194.1% |
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