+1,190.3%
WCC vs BUD
+222.5%
+967.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.6% |
| 7D | -9.9% | +6.0% | -16.0% | -13.2% |
| 30D | -13.4% | +11.3% | -24.7% | -19.7% |
| 3M | -13.5% | +3.6% | -17.0% | -16.7% |
| 6M | -10.6% | +7.7% | -18.3% | -16.6% |
| YTD | +30.1% | +36.4% | -6.3% | +4.8% |
| 1Y | +22.3% | +37.8% | -15.5% | -2.3% |
| 3Y | +130.3% | +51.2% | +79.0% | +67.3% |
| 5Y | +144.5% | +53.4% | +91.1% | +70.9% |
| 10Y | +431.8% | -3.2% | +435.0% | +337.1% |
| All | +1,190.3% | +222.5% | +967.8% | +358.9% |
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