+136.6%
WCC vs BUD
+48.5%
+88.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.3% | +6.8% | +7.9% |
| 7D | -5.7% | +1.3% | -7.0% | -5.9% |
| 30D | -13.5% | +10.0% | -23.5% | -15.5% |
| 3M | -12.9% | +1.6% | -14.5% | -13.2% |
| 6M | -10.7% | +6.5% | -17.2% | -12.6% |
| YTD | +30.0% | +34.8% | -4.9% | +18.9% |
| 1Y | +24.7% | +36.5% | -11.8% | +13.7% |
| 3Y | +136.6% | +49.0% | +87.6% | +97.3% |
| All | +136.6% | +48.5% | +88.0% | +97.3% |
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 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