+63.8%
WEC vs BUD
+48.5%
+15.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | +0.2% | +1.3% | -1.1% | -0.1% |
| 30D | +12.9% | +10.0% | +2.9% | +10.7% |
| 3M | +9.8% | +1.6% | +8.2% | +9.3% |
| 6M | +6.7% | +6.5% | +0.2% | +5.1% |
| YTD | +14.0% | +34.8% | -20.9% | +6.4% |
| 1Y | +7.3% | +36.5% | -29.1% | -0.1% |
| 3Y | +63.8% | +49.0% | +14.8% | +45.7% |
| All | +63.8% | +48.5% | +15.3% | +45.7% |
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 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