+1,830.5%
WWD vs BUD
+201.1%
+1,629.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.3% | +0.3% | +1.0% | +1.1% |
| 30D | -7.2% | -5.7% | -1.5% | -4.2% |
| 3M | -3.8% | +3.1% | -7.0% | -6.3% |
| 6M | -9.9% | +7.9% | -17.8% | -14.8% |
| YTD | +14.8% | +27.3% | -12.5% | -1.8% |
| 1Y | +42.1% | +37.8% | +4.3% | +15.3% |
| 3Y | +170.8% | +49.8% | +121.0% | +100.8% |
| 5Y | +197.5% | +43.8% | +153.7% | +117.0% |
| 10Y | +477.8% | -22.6% | +500.4% | +464.8% |
| All | +1,830.5% | +201.1% | +1,629.4% | +510.3% |
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