+550.8%
WPM vs BUD
-24.2%
+575.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.5% |
| 7D | +3.9% | -1.3% | +5.2% | +4.2% |
| 30D | +17.7% | -6.1% | +23.8% | +19.3% |
| 3M | +39.4% | -3.8% | +43.2% | +40.3% |
| 6M | +6.4% | +8.2% | -1.7% | +4.2% |
| YTD | +34.0% | +23.6% | +10.4% | +27.5% |
| 1Y | +50.5% | +33.4% | +17.1% | +40.8% |
| 3Y | +280.3% | +45.3% | +235.0% | +248.4% |
| 5Y | +266.3% | +44.3% | +222.1% | +232.0% |
| 10Y | +550.8% | -22.8% | +573.6% | +551.5% |
| All | +550.8% | -24.2% | +575.0% | +551.5% |
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