-22.3%
WY vs BUD
+48.7%
-71.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.1% |
| 7D | -2.1% | +0.8% | -2.8% | -2.3% |
| 30D | -10.5% | -4.8% | -5.7% | -8.9% |
| 3M | -4.9% | +1.4% | -6.2% | -5.4% |
| 6M | -4.9% | +9.9% | -14.8% | -8.4% |
| YTD | -1.7% | +26.3% | -28.0% | -10.2% |
| 1Y | -9.4% | +36.1% | -45.5% | -19.5% |
| 3Y | -22.3% | +48.6% | -70.9% | -34.6% |
| All | -22.3% | +48.7% | -71.0% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling