+534.2%
WCC vs BUD
-24.2%
+558.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | 0.0% |
| 7D | +6.8% | -1.3% | +8.1% | +7.6% |
| 30D | -3.0% | -6.1% | +3.1% | +0.5% |
| 3M | +0.2% | -3.8% | +4.0% | +1.6% |
| 6M | +33.2% | +8.2% | +25.0% | +25.5% |
| YTD | +45.8% | +23.6% | +22.2% | +26.1% |
| 1Y | +68.4% | +33.4% | +34.9% | +37.9% |
| 3Y | +131.1% | +45.3% | +85.8% | +71.8% |
| 5Y | +225.6% | +44.3% | +181.3% | +134.2% |
| 10Y | +534.2% | -22.8% | +556.9% | +332.6% |
| All | +534.2% | -24.2% | +558.3% | +332.6% |
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 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