+227.9%
WY vs BUD
+217.8%
+10.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | -0.8% | +1.0% | -1.8% | -1.4% |
| 30D | +10.1% | +6.7% | +3.4% | +6.6% |
| 3M | -15.4% | +5.7% | -21.1% | -17.8% |
| 6M | -8.3% | +5.8% | -14.1% | -11.2% |
| YTD | -9.8% | +34.4% | -44.2% | -23.2% |
| 1Y | -3.9% | +33.3% | -37.2% | -17.8% |
| 3Y | -23.3% | +48.8% | -72.1% | -39.5% |
| 5Y | -31.2% | +52.5% | -83.7% | -48.0% |
| 10Y | +5.5% | -4.0% | +9.5% | -8.4% |
| All | +227.9% | +217.8% | +10.1% | +30.4% |
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