+228.0%
WAB vs BUD
+45.2%
+182.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.8% |
| 7D | +1.7% | +0.8% | +0.9% | +1.4% |
| 30D | -2.4% | -4.8% | +2.4% | -1.0% |
| 3M | +9.7% | +1.4% | +8.3% | +8.8% |
| 6M | +16.5% | +9.9% | +6.7% | +12.3% |
| YTD | +33.7% | +26.3% | +7.4% | +23.0% |
| 1Y | +49.7% | +36.1% | +13.5% | +34.0% |
| 3Y | +170.9% | +48.6% | +122.3% | +127.6% |
| 5Y | +228.0% | +45.0% | +183.0% | +174.0% |
| All | +228.0% | +45.2% | +182.9% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling