+5,606.4%
WSM vs BUD
+201.1%
+5,405.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -3.3% | +0.3% | -3.5% | -3.4% |
| 30D | -8.4% | -5.7% | -2.7% | -6.3% |
| 3M | +9.7% | +3.1% | +6.5% | +8.2% |
| 6M | +16.7% | +7.9% | +8.8% | +12.8% |
| YTD | +28.7% | +27.3% | +1.3% | +16.1% |
| 1Y | +13.7% | +37.8% | -24.2% | -0.9% |
| 3Y | +230.1% | +49.8% | +180.2% | +171.2% |
| 5Y | +179.0% | +43.8% | +135.1% | +130.7% |
| 10Y | +1,002.5% | -22.6% | +1,025.2% | +960.1% |
| All | +5,606.4% | +201.1% | +5,405.3% | +2,626.1% |
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