+142.4%
WFC vs BUD
-24.2%
+166.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.9% |
| 7D | +0.4% | -1.3% | +1.8% | +1.0% |
| 30D | +2.5% | -6.1% | +8.6% | +5.3% |
| 3M | +10.0% | -3.8% | +13.7% | +11.3% |
| 6M | +15.1% | +8.2% | +6.9% | +9.8% |
| YTD | -2.2% | +23.6% | -25.8% | -12.9% |
| 1Y | +13.5% | +33.4% | -20.0% | -2.8% |
| 3Y | +135.2% | +45.3% | +89.9% | +86.3% |
| 5Y | +128.3% | +44.3% | +84.1% | +78.0% |
| 10Y | +142.4% | -22.8% | +165.1% | +88.5% |
| All | +142.4% | -24.2% | +166.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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