+0.8%
NWSA vs BUD
+32.7%
-31.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.1% |
| 7D | -12.2% | +0.5% | -12.7% | -12.3% |
| 30D | -8.7% | +7.4% | -16.1% | -9.4% |
| 3M | -6.0% | +4.3% | -10.3% | -6.7% |
| 6M | -0.3% | +5.3% | -5.6% | -1.0% |
| YTD | +3.5% | +33.2% | -29.7% | -3.4% |
| 1Y | +0.8% | +31.8% | -31.0% | -5.2% |
| All | +0.8% | +32.7% | -31.9% | -5.2% |
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 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