+66.5%
WCC vs BUD
+35.5%
+31.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.2% | +2.6% |
| 7D | +8.5% | +0.8% | +7.7% | +8.3% |
| 30D | -1.0% | -4.8% | +3.8% | +0.1% |
| 3M | +2.1% | +1.4% | +0.8% | +1.0% |
| 6M | +36.8% | +9.9% | +27.0% | +29.6% |
| YTD | +47.7% | +26.3% | +21.4% | +45.8% |
| 1Y | +66.5% | +36.1% | +30.4% | +73.7% |
| All | +66.5% | +35.5% | +31.0% | +73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling