+6,293.9%
WSM vs BUD
+217.8%
+6,076.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.0% |
| 7D | 0.0% | +1.0% | -1.0% | -0.4% |
| 30D | +5.1% | +6.7% | -1.6% | +2.4% |
| 3M | +5.1% | +5.7% | -0.6% | +2.6% |
| 6M | +48.6% | +5.8% | +42.8% | +44.8% |
| YTD | +44.2% | +34.4% | +9.8% | +27.1% |
| 1Y | +38.1% | +33.3% | +4.8% | +22.1% |
| 3Y | +257.2% | +48.8% | +208.4% | +195.1% |
| 5Y | +165.1% | +52.5% | +112.6% | +114.5% |
| 10Y | +1,123.6% | -4.0% | +1,127.5% | +974.7% |
| All | +6,293.9% | +217.8% | +6,076.1% | +2,884.7% |
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