+192.2%
WWD vs BUD
+44.7%
+147.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.2% |
| 7D | +0.6% | -1.3% | +2.0% | +1.0% |
| 30D | -5.1% | -6.1% | +1.1% | -3.4% |
| 3M | -11.2% | -3.8% | -7.5% | -10.6% |
| 6M | -12.0% | +8.2% | -20.2% | -14.7% |
| YTD | +12.0% | +23.6% | -11.6% | +4.0% |
| 1Y | +42.8% | +33.4% | +9.4% | +29.1% |
| 3Y | +168.9% | +45.3% | +123.6% | +131.2% |
| 5Y | +192.2% | +44.3% | +147.9% | +140.0% |
| All | +192.2% | +44.7% | +147.5% | +140.0% |
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