+330.3%
WM vs BUD
-2.1%
+332.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.4% |
| 7D | +3.2% | +1.0% | +2.2% | +3.0% |
| 30D | +13.0% | +6.7% | +6.3% | +11.4% |
| 3M | +9.2% | +5.7% | +3.5% | +7.8% |
| 6M | +13.6% | +5.8% | +7.8% | +12.0% |
| YTD | +12.4% | +34.4% | -22.0% | +4.5% |
| 1Y | +21.2% | +33.3% | -12.1% | +12.9% |
| 3Y | +48.7% | +48.8% | -0.1% | +33.5% |
| 5Y | +61.9% | +52.5% | +9.4% | +42.1% |
| All | +330.3% | -2.1% | +332.4% | +297.9% |
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