+1,330.5%
WDC vs BUD
+50.2%
+1,280.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +1.7% | +0.3% | +1.5% | +1.7% |
| 30D | -10.0% | -5.7% | -4.3% | -9.7% |
| 3M | -18.8% | +3.1% | -21.9% | -19.0% |
| 6M | +79.0% | +7.9% | +71.2% | +76.7% |
| YTD | +171.6% | +27.3% | +144.2% | +168.4% |
| 1Y | +417.4% | +37.8% | +379.6% | +412.2% |
| All | +1,330.5% | +50.2% | +1,280.4% | +1,258.3% |
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