+30.5%
WELL vs BUD
+32.7%
-2.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +7.8% | +7.4% | +0.4% | +6.1% |
| 3M | +10.2% | +4.3% | +5.9% | +9.1% |
| 6M | +16.4% | +5.3% | +11.1% | +14.9% |
| YTD | +35.2% | +33.2% | +1.9% | +33.6% |
| 1Y | +30.5% | +31.8% | -1.3% | +29.0% |
| All | +30.5% | +32.7% | -2.2% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling