+337.6%
WELL vs BUD
-23.5%
+361.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.8% |
| 7D | -1.3% | +0.8% | -2.1% | -1.7% |
| 30D | +0.5% | -4.8% | +5.3% | +2.9% |
| 3M | +19.1% | +1.4% | +17.7% | +18.0% |
| 6M | +17.0% | +9.9% | +7.1% | +10.8% |
| YTD | +29.2% | +26.3% | +2.9% | +13.7% |
| 1Y | +42.1% | +36.1% | +6.0% | +20.0% |
| 3Y | +204.5% | +48.6% | +156.0% | +137.4% |
| 5Y | +211.0% | +45.0% | +166.0% | +135.8% |
| 10Y | +337.6% | -23.1% | +360.7% | +249.7% |
| All | +337.6% | -23.5% | +361.1% | +249.7% |
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