+1,069.0%
WMB vs BUD
+214.6%
+854.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | -13.8% | +4.5% | -18.3% | -16.0% |
| 30D | -10.3% | +12.5% | -22.8% | -15.9% |
| 3M | -10.1% | 0.0% | -10.0% | -11.0% |
| 6M | -11.8% | +3.8% | -15.6% | -14.6% |
| YTD | +8.9% | +33.1% | -24.1% | -7.5% |
| 1Y | +14.0% | +35.5% | -21.5% | -4.3% |
| 3Y | +100.5% | +49.4% | +51.1% | +54.2% |
| 5Y | +179.5% | +48.0% | +131.5% | +107.8% |
| 10Y | +272.7% | -8.6% | +281.3% | +230.2% |
| All | +1,069.0% | +214.6% | +854.3% | +375.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling