-42.6%
WU vs BUD
+49.9%
-92.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.3% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +10.1% | +7.4% | +2.8% | +7.7% |
| 3M | -1.1% | +4.3% | -5.5% | -2.5% |
| 6M | -19.8% | +5.3% | -25.1% | -21.4% |
| YTD | -20.8% | +33.2% | -54.0% | -28.9% |
| 1Y | -15.1% | +31.8% | -46.9% | -23.6% |
| 3Y | -23.2% | +47.8% | -71.0% | -35.3% |
| 5Y | -42.6% | +50.2% | -92.8% | -54.0% |
| All | -42.6% | +49.9% | -92.5% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling