+461.1%
WWD vs BUD
-4.3%
+465.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.2% |
| 7D | +0.4% | +6.0% | -5.6% | -2.7% |
| 30D | -0.4% | +11.3% | -11.7% | -6.3% |
| 3M | -6.1% | +3.6% | -9.7% | -8.6% |
| 6M | -9.5% | +7.7% | -17.2% | -14.4% |
| YTD | +10.8% | +36.4% | -25.6% | -8.2% |
| 1Y | +23.5% | +37.8% | -14.3% | +1.5% |
| 3Y | +151.3% | +51.2% | +100.0% | +89.0% |
| 5Y | +187.8% | +53.4% | +134.4% | +106.6% |
| 10Y | +461.1% | -3.2% | +464.3% | +303.9% |
| All | +461.1% | -4.3% | +465.4% | +303.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling