+1,043.0%
GLW vs BUD
+214.2%
+828.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +15.5% | -1.6% | +17.1% | +16.2% |
| 30D | -19.6% | +6.7% | -26.2% | -22.3% |
| 3M | -28.5% | +5.9% | -34.4% | -31.2% |
| 6M | -39.5% | +5.1% | -44.6% | -42.2% |
| YTD | +37.2% | +32.9% | +4.3% | +18.3% |
| 1Y | +35.4% | +31.8% | +3.6% | +17.1% |
| 3Y | +359.7% | +47.4% | +312.3% | +267.1% |
| 5Y | +244.0% | +50.8% | +193.2% | +165.6% |
| 10Y | +556.7% | -5.1% | +561.8% | +483.5% |
| All | +1,043.0% | +214.2% | +828.8% | +368.3% |
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