+49.4%
WST vs BUD
+32.7%
+16.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.4% |
| 7D | +1.1% | +0.5% | +0.6% | +1.0% |
| 30D | +12.4% | +7.4% | +5.0% | +10.9% |
| 3M | +17.6% | +4.3% | +13.3% | +16.6% |
| 6M | +28.3% | +5.3% | +23.0% | +26.1% |
| YTD | +50.5% | +33.2% | +17.3% | +33.5% |
| 1Y | +49.4% | +31.8% | +17.6% | +33.4% |
| All | +49.4% | +32.7% | +16.7% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling