+455.3%
WELL vs BUD
-8.7%
+464.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.3% |
| 7D | +3.5% | +1.3% | +2.2% | +2.8% |
| 30D | +9.7% | +10.0% | -0.3% | +4.5% |
| 3M | +4.8% | +1.6% | +3.2% | +3.6% |
| 6M | +16.1% | +6.5% | +9.6% | +11.8% |
| YTD | +34.7% | +34.8% | -0.1% | +14.5% |
| 1Y | +31.9% | +36.5% | -4.5% | +11.2% |
| 3Y | +209.9% | +49.0% | +160.9% | +142.0% |
| 5Y | +226.5% | +51.7% | +174.8% | +143.5% |
| 10Y | +455.3% | -7.5% | +462.8% | +291.6% |
| All | +455.3% | -8.7% | +464.0% | +291.6% |
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