+4.2%
WBD vs BUD
+44.7%
-40.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | +0.3% |
| 7D | -1.7% | -1.3% | -0.4% | -1.1% |
| 30D | +3.9% | -6.1% | +10.0% | +7.0% |
| 3M | +5.1% | -3.8% | +8.8% | +6.6% |
| 6M | +0.6% | +8.2% | -7.6% | -4.6% |
| YTD | -3.2% | +23.6% | -26.7% | -15.1% |
| 1Y | +127.7% | +33.4% | +94.2% | +90.1% |
| 3Y | +146.6% | +45.3% | +101.2% | +86.4% |
| 5Y | +4.2% | +44.3% | -40.1% | -22.3% |
| All | +4.2% | +44.7% | -40.5% | -22.3% |
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 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