+4.4%
WY vs BUD
-22.8%
+27.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.2% | -2.4% |
| 7D | -3.7% | -3.2% | -0.5% | -2.1% |
| 30D | -11.3% | -3.7% | -7.6% | -9.7% |
| 3M | -8.1% | -4.4% | -3.7% | -6.2% |
| 6M | -7.4% | +7.7% | -15.2% | -11.3% |
| YTD | -4.7% | +23.1% | -27.8% | -14.7% |
| 1Y | -9.2% | +33.6% | -42.8% | -22.2% |
| 3Y | -24.7% | +44.7% | -69.4% | -39.6% |
| 5Y | -21.6% | +44.9% | -66.5% | -39.1% |
| All | +4.4% | -22.8% | +27.2% | -11.2% |
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