+1,763.1%
WWD vs BUD
+222.5%
+1,540.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.3% |
| 7D | +0.4% | +6.0% | -5.6% | -3.0% |
| 30D | -0.4% | +11.3% | -11.7% | -6.9% |
| 3M | -6.1% | +3.6% | -9.7% | -8.9% |
| 6M | -9.5% | +7.7% | -17.2% | -14.8% |
| YTD | +10.8% | +36.4% | -25.6% | -9.6% |
| 1Y | +23.5% | +37.8% | -14.3% | -0.1% |
| 3Y | +151.3% | +51.2% | +100.0% | +84.8% |
| 5Y | +187.8% | +53.4% | +134.4% | +102.0% |
| 10Y | +461.1% | -3.2% | +464.3% | +373.5% |
| All | +1,763.1% | +222.5% | +1,540.6% | +461.4% |
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