+49.4%
WCN vs BUD
+51.8%
-2.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | +2.6% | +6.0% | -3.4% | +1.5% |
| 30D | +25.3% | +11.3% | +14.0% | +23.2% |
| 3M | +15.2% | +3.6% | +11.7% | +14.3% |
| 6M | +26.4% | +7.7% | +18.7% | +24.7% |
| YTD | +9.9% | +36.4% | -26.4% | +3.9% |
| 1Y | +16.2% | +37.8% | -21.7% | +9.6% |
| All | +49.4% | +51.8% | -2.4% | +31.3% |
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