+14.4%
WCN vs BUD
+38.4%
-23.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.2% |
| 7D | +6.7% | +3.3% | +3.4% | +6.1% |
| 30D | +24.3% | +11.8% | +12.5% | +23.1% |
| 3M | +16.1% | -1.1% | +17.2% | +15.5% |
| 6M | +19.9% | +14.9% | +5.1% | +19.9% |
| YTD | +10.1% | +32.6% | -22.5% | +7.5% |
| 1Y | +14.4% | +37.2% | -22.8% | +11.6% |
| All | +14.4% | +38.4% | -23.9% | +11.6% |
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 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