+711.3%
WPM vs BUD
-2.1%
+713.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -3.6% | +1.0% | -4.6% | -3.8% |
| 30D | +1.4% | +6.7% | -5.2% | 0.0% |
| 3M | -0.2% | +5.7% | -5.9% | -1.5% |
| 6M | -7.3% | +5.8% | -13.1% | -8.8% |
| YTD | +12.3% | +34.4% | -22.1% | +5.1% |
| 1Y | +24.9% | +33.3% | -8.4% | +17.0% |
| 3Y | +210.4% | +48.8% | +161.5% | +183.2% |
| 5Y | +210.4% | +52.5% | +157.8% | +178.4% |
| All | +711.3% | -2.1% | +713.4% | +597.2% |
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 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