+289.9%
WAB vs BUD
-24.2%
+314.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.4% |
| 7D | +0.2% | -1.3% | +1.6% | +0.8% |
| 30D | -4.6% | -6.1% | +1.6% | -2.0% |
| 3M | +5.6% | -3.8% | +9.4% | +7.0% |
| 6M | +13.8% | +8.2% | +5.6% | +9.0% |
| YTD | +31.9% | +23.6% | +8.3% | +18.8% |
| 1Y | +48.3% | +33.4% | +14.8% | +28.6% |
| 3Y | +167.1% | +45.3% | +121.8% | +115.1% |
| 5Y | +222.9% | +44.3% | +178.6% | +154.8% |
| 10Y | +289.9% | -22.8% | +312.7% | +239.4% |
| All | +289.9% | -24.2% | +314.1% | +239.4% |
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