+893.7%
WEC vs BUD
+218.9%
+674.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.9% |
| 7D | +0.2% | +1.3% | -1.1% | 0.0% |
| 30D | +12.9% | +10.0% | +2.9% | +10.9% |
| 3M | +9.8% | +1.6% | +8.2% | +9.3% |
| 6M | +6.7% | +6.5% | +0.2% | +5.3% |
| YTD | +14.0% | +34.8% | -20.9% | +7.3% |
| 1Y | +7.3% | +36.5% | -29.1% | +0.8% |
| 3Y | +63.8% | +49.0% | +14.8% | +50.2% |
| 5Y | +54.8% | +51.7% | +3.1% | +39.9% |
| 10Y | +185.7% | -7.5% | +193.2% | +179.5% |
| All | +893.7% | +218.9% | +674.8% | +590.2% |
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