+278.8%
WMB vs BUD
+46.3%
+232.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +3.3% | -5.7% | +8.9% | +4.4% |
| 3M | +3.1% | +3.1% | 0.0% | +2.4% |
| 6M | -0.7% | +7.9% | -8.6% | -2.4% |
| YTD | +25.2% | +27.3% | -2.2% | +19.1% |
| 1Y | +32.9% | +37.8% | -4.9% | +24.3% |
| 3Y | +140.6% | +49.8% | +90.7% | +117.3% |
| All | +278.8% | +46.3% | +232.4% | +239.6% |
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 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