+129.3%
WFC vs BUD
+46.3%
+83.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +3.8% | +0.3% | +3.5% | +3.7% |
| 30D | +1.5% | -5.7% | +7.1% | +3.4% |
| 3M | +10.9% | +3.1% | +7.7% | +9.3% |
| 6M | +8.4% | +7.9% | +0.6% | +4.9% |
| YTD | -1.9% | +27.3% | -29.2% | -11.2% |
| 1Y | +12.3% | +37.8% | -25.5% | -1.5% |
| 3Y | +132.3% | +49.8% | +82.5% | +89.1% |
| All | +129.3% | +46.3% | +83.0% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling