+992.2%
WDC vs BUD
+45.2%
+947.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.3% |
| 7D | +6.0% | +0.8% | +5.2% | +5.7% |
| 30D | +9.9% | -4.8% | +14.7% | +11.5% |
| 3M | -9.4% | +1.4% | -10.8% | -10.5% |
| 6M | +94.7% | +9.9% | +84.8% | +86.3% |
| YTD | +177.3% | +26.3% | +150.9% | +152.8% |
| 1Y | +412.4% | +36.1% | +376.3% | +354.4% |
| 3Y | +1,359.3% | +48.6% | +1,310.7% | +1,071.0% |
| 5Y | +992.2% | +45.0% | +947.2% | +776.8% |
| All | +992.2% | +45.2% | +947.0% | +776.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling