+1,891.8%
WAB vs BUD
+215.1%
+1,676.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.3% |
| 7D | +3.1% | +0.5% | +2.6% | +2.8% |
| 30D | +6.4% | +7.4% | -1.0% | +2.5% |
| 3M | +2.2% | +4.3% | -2.1% | -0.5% |
| 6M | +13.7% | +5.3% | +8.4% | +9.7% |
| YTD | +43.0% | +33.2% | +9.8% | +22.8% |
| 1Y | +47.0% | +31.8% | +15.2% | +26.8% |
| 3Y | +174.4% | +47.8% | +126.6% | +116.5% |
| 5Y | +222.2% | +50.2% | +172.0% | +146.8% |
| 10Y | +276.9% | -4.8% | +281.7% | +231.1% |
| All | +1,891.8% | +215.1% | +1,676.8% | +744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling