+542.4%
GLW vs BUD
-8.7%
+551.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.3% | +7.9% | +8.8% |
| 7D | -5.9% | +1.3% | -7.2% | -6.5% |
| 30D | -26.0% | +10.0% | -36.0% | -28.7% |
| 3M | -29.9% | +1.6% | -31.5% | -30.9% |
| 6M | -37.8% | +6.5% | -44.3% | -40.2% |
| YTD | +33.1% | +34.8% | -1.7% | +17.2% |
| 1Y | +36.8% | +36.5% | +0.4% | +19.8% |
| 3Y | +356.1% | +49.0% | +307.1% | +277.2% |
| 5Y | +243.8% | +51.7% | +192.1% | +176.5% |
| 10Y | +542.4% | -7.5% | +549.9% | +435.7% |
| All | +542.4% | -8.7% | +551.1% | +435.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling