+411.1%
WDC vs BUD
+33.8%
+377.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.2% |
| 7D | +7.5% | -1.3% | +8.8% | +7.6% |
| 30D | +10.1% | -6.1% | +16.2% | +11.0% |
| 3M | -6.8% | -3.8% | -3.1% | -6.5% |
| 6M | +84.1% | +8.2% | +76.0% | +72.7% |
| YTD | +180.3% | +23.6% | +156.7% | +159.2% |
| 1Y | +411.1% | +33.4% | +377.7% | +372.6% |
| All | +411.1% | +33.8% | +377.3% | +372.6% |
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