+224.8%
WPM vs BUD
+46.6%
+178.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +3.4% |
| 7D | +16.9% | +4.5% | +12.5% | +15.3% |
| 30D | +2.0% | +12.5% | -10.6% | -2.1% |
| 3M | +8.9% | 0.0% | +8.9% | +8.6% |
| 6M | +1.6% | +3.8% | -2.2% | -0.5% |
| YTD | +16.5% | +33.1% | -16.6% | +4.2% |
| 1Y | +42.2% | +35.5% | +6.7% | +26.3% |
| All | +224.8% | +46.6% | +178.2% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling