+326.4%
WM vs BUD
-4.3%
+330.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +1.2% | +6.0% | -4.9% | -0.1% |
| 30D | +13.7% | +11.3% | +2.4% | +11.0% |
| 3M | +5.2% | +3.6% | +1.7% | +4.3% |
| 6M | +11.2% | +7.7% | +3.5% | +9.2% |
| YTD | +9.4% | +36.4% | -26.9% | +1.5% |
| 1Y | +20.4% | +37.8% | -17.5% | +11.3% |
| 3Y | +44.7% | +51.2% | -6.6% | +29.5% |
| 5Y | +58.5% | +53.4% | +5.1% | +39.1% |
| 10Y | +326.4% | -3.2% | +329.6% | +295.6% |
| All | +326.4% | -4.3% | +330.7% | +295.6% |
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