-10.4%
SHW vs BUD
+33.8%
-44.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.6% |
| 7D | -3.2% | -1.3% | -1.9% | -2.6% |
| 30D | -11.4% | -6.1% | -5.2% | -8.6% |
| 3M | +3.5% | -3.8% | +7.2% | +5.0% |
| 6M | -3.4% | +8.2% | -11.5% | -8.2% |
| YTD | -0.3% | +23.6% | -23.9% | -10.1% |
| 1Y | -10.4% | +33.4% | -43.9% | -20.9% |
| All | -10.4% | +33.8% | -44.2% | -20.9% |
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 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