+1,824.5%
WPM vs BUD
+215.1%
+1,609.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.1% |
| 7D | +3.1% | +0.5% | +2.6% | +2.9% |
| 30D | -1.8% | +7.4% | -9.2% | -4.0% |
| 3M | +1.0% | +4.3% | -3.3% | -0.5% |
| 6M | -5.4% | +5.3% | -10.7% | -7.4% |
| YTD | +15.9% | +33.2% | -17.4% | +5.9% |
| 1Y | +30.8% | +31.8% | -0.9% | +19.8% |
| 3Y | +222.6% | +47.8% | +174.9% | +183.4% |
| 5Y | +227.4% | +50.2% | +177.2% | +182.0% |
| 10Y | +757.8% | -4.8% | +762.6% | +717.2% |
| All | +1,824.5% | +215.1% | +1,609.5% | +735.6% |
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