+1,943.2%
WPM vs BUD
+218.9%
+1,724.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +5.2% |
| 7D | +20.8% | +1.3% | +19.5% | +20.4% |
| 30D | +3.8% | +10.0% | -6.2% | +0.9% |
| 3M | +7.4% | +1.6% | +5.8% | +6.7% |
| 6M | +4.0% | +6.5% | -2.6% | +1.5% |
| YTD | +23.0% | +34.8% | -11.8% | +12.0% |
| 1Y | +45.9% | +36.5% | +9.5% | +32.4% |
| 3Y | +242.9% | +49.0% | +194.0% | +200.6% |
| 5Y | +259.5% | +51.7% | +207.8% | +208.9% |
| 10Y | +577.7% | -7.5% | +585.3% | +557.2% |
| All | +1,943.2% | +218.9% | +1,724.3% | +784.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling