+262.8%
WY vs BUD
+201.1%
+61.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.7% |
| 7D | -1.7% | +0.3% | -2.0% | -1.9% |
| 30D | -10.1% | -5.7% | -4.4% | -7.4% |
| 3M | -5.1% | +3.1% | -8.3% | -6.8% |
| 6M | -4.8% | +7.9% | -12.7% | -8.9% |
| YTD | -0.2% | +27.3% | -27.6% | -12.6% |
| 1Y | -6.6% | +37.8% | -44.4% | -21.7% |
| 3Y | -22.7% | +49.8% | -72.6% | -39.5% |
| 5Y | -22.2% | +43.8% | -66.1% | -39.6% |
| 10Y | +7.3% | -22.6% | +29.9% | +4.6% |
| All | +262.8% | +201.1% | +61.7% | +48.3% |
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