+290.6%
SHW vs BUD
-22.5%
+313.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | -1.2% | +0.8% | -1.9% | -1.4% |
| 30D | -11.6% | -4.8% | -6.8% | -10.3% |
| 3M | +9.1% | +1.4% | +7.8% | +8.6% |
| 6M | -0.7% | +9.9% | -10.5% | -3.7% |
| YTD | +1.4% | +26.3% | -25.0% | -5.7% |
| 1Y | -12.3% | +36.1% | -48.4% | -20.2% |
| 3Y | +23.4% | +48.6% | -25.2% | +7.8% |
| 5Y | +15.0% | +45.0% | -30.0% | -0.3% |
| All | +290.6% | -22.5% | +313.1% | +265.9% |
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