+2,787.7%
WDC vs BUD
+201.1%
+2,586.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.8% |
| 7D | +1.7% | +0.3% | +1.5% | +1.6% |
| 30D | -10.0% | -5.7% | -4.3% | -7.4% |
| 3M | -18.8% | +3.1% | -21.9% | -21.1% |
| 6M | +79.0% | +7.9% | +71.2% | +69.5% |
| YTD | +171.6% | +27.3% | +144.2% | +135.1% |
| 1Y | +417.4% | +37.8% | +379.6% | +327.8% |
| 3Y | +1,251.8% | +49.8% | +1,201.9% | +908.9% |
| 5Y | +911.7% | +43.8% | +867.9% | +661.2% |
| 10Y | +1,399.6% | -22.6% | +1,422.3% | +1,370.9% |
| All | +2,787.7% | +201.1% | +2,586.6% | +1,176.7% |
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