+2,425.3%
PWR vs BUD
-24.2%
+2,449.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.2% |
| 7D | +2.7% | -1.3% | +4.0% | +3.1% |
| 30D | -5.1% | -6.1% | +1.0% | -3.4% |
| 3M | -9.4% | -3.8% | -5.6% | -8.7% |
| 6M | +10.4% | +8.2% | +2.2% | +6.9% |
| YTD | +48.6% | +23.6% | +25.1% | +37.7% |
| 1Y | +68.0% | +33.4% | +34.6% | +51.3% |
| 3Y | +204.7% | +45.3% | +159.4% | +160.6% |
| 5Y | +451.9% | +44.3% | +407.7% | +361.6% |
| 10Y | +2,425.3% | -22.8% | +2,448.1% | +2,106.4% |
| All | +2,425.3% | -24.2% | +2,449.5% | +2,106.4% |
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 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