+5,376.0%
WMB vs BEN
+4,913.3%
+462.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.3% |
| 7D | +0.6% | +0.2% | +0.3% | +0.4% |
| 30D | +3.3% | -0.5% | +3.8% | +3.3% |
| 3M | +3.1% | +9.7% | -6.6% | -1.3% |
| 6M | -0.7% | +33.9% | -34.6% | -13.2% |
| YTD | +25.2% | +49.0% | -23.8% | +4.2% |
| 1Y | +32.9% | +42.1% | -9.3% | +12.3% |
| 3Y | +140.6% | +51.9% | +88.7% | +89.7% |
| 5Y | +273.5% | +39.0% | +234.4% | +193.2% |
| 10Y | +334.2% | +57.9% | +276.3% | +197.6% |
| All | +5,376.0% | +4,913.3% | +462.7% | +1,349.7% |
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