+1,329.8%
WCC vs BUD
+201.1%
+1,128.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | +4.5% | +0.3% | +4.2% | +4.3% |
| 30D | -5.8% | -5.7% | -0.1% | -2.7% |
| 3M | -3.7% | +3.1% | -6.8% | -6.3% |
| 6M | +23.1% | +7.9% | +15.2% | +16.3% |
| YTD | +44.2% | +27.3% | +16.8% | +22.8% |
| 1Y | +62.1% | +37.8% | +24.3% | +30.7% |
| 3Y | +121.1% | +49.8% | +71.3% | +63.0% |
| 5Y | +214.0% | +43.8% | +170.1% | +130.5% |
| 10Y | +472.8% | -22.6% | +495.4% | +442.2% |
| All | +1,329.8% | +201.1% | +1,128.7% | +437.6% |
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 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