+280.9%
WMB vs BUD
-4.5%
+285.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.5% | +3.0% |
| 7D | +1.6% | +0.5% | +1.1% | +1.3% |
| 30D | -7.1% | +7.4% | -14.5% | -10.1% |
| 3M | -4.0% | +4.3% | -8.3% | -6.3% |
| 6M | -5.7% | +5.3% | -11.0% | -8.5% |
| YTD | +17.2% | +33.2% | -16.1% | +2.6% |
| 1Y | +17.2% | +31.8% | -14.6% | +3.0% |
| 3Y | +121.1% | +47.8% | +73.3% | +79.6% |
| 5Y | +197.2% | +50.2% | +147.0% | +132.0% |
| 10Y | +280.9% | -4.8% | +285.7% | +184.3% |
| All | +280.9% | -4.5% | +285.4% | +184.3% |
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