+1,690.6%
WDC vs BUD
+218.9%
+1,471.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.5% | +9.2% |
| 7D | -14.4% | +1.3% | -15.7% | -15.3% |
| 30D | -27.1% | +10.0% | -37.1% | -31.3% |
| 3M | -33.3% | +1.6% | -34.8% | -34.9% |
| 6M | -39.6% | +6.5% | -46.1% | -43.2% |
| YTD | +68.4% | +34.8% | +33.5% | +39.5% |
| 1Y | +78.2% | +36.5% | +41.7% | +46.3% |
| 3Y | +772.0% | +49.0% | +723.1% | +548.9% |
| 5Y | +584.9% | +51.7% | +533.2% | +395.4% |
| 10Y | +653.4% | -7.5% | +661.0% | +562.2% |
| All | +1,690.6% | +218.9% | +1,471.8% | +657.6% |
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 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