+1,687.1%
WDC vs BUD
+222.5%
+1,464.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.8% |
| 7D | -16.7% | +6.0% | -22.8% | -19.4% |
| 30D | -27.2% | +11.3% | -38.5% | -31.8% |
| 3M | -34.0% | +3.6% | -37.6% | -36.3% |
| 6M | -39.7% | +7.7% | -47.4% | -43.6% |
| YTD | +68.1% | +36.4% | +31.7% | +38.4% |
| 1Y | +66.3% | +37.8% | +28.5% | +35.9% |
| 3Y | +754.4% | +51.2% | +703.2% | +530.8% |
| 5Y | +595.8% | +53.4% | +542.4% | +400.4% |
| 10Y | +660.4% | -3.2% | +663.6% | +551.9% |
| All | +1,687.1% | +222.5% | +1,464.6% | +651.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling