+12.0%
WBD vs BUD
-22.8%
+34.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.2% |
| 7D | -0.6% | -3.2% | +2.6% | +0.7% |
| 30D | +4.2% | -3.7% | +7.8% | +5.7% |
| 3M | +7.5% | -4.4% | +12.0% | +9.2% |
| 6M | +1.6% | +7.7% | -6.1% | -2.5% |
| YTD | -2.2% | +23.1% | -25.2% | -11.6% |
| 1Y | +124.9% | +33.6% | +91.2% | +95.3% |
| 3Y | +149.1% | +44.7% | +104.4% | +105.0% |
| 5Y | +7.8% | +44.9% | -37.1% | -11.4% |
| All | +12.0% | -22.8% | +34.8% | -5.3% |
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