+1,166.7%
WMB vs BUD
+214.2%
+952.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +0.9% |
| 7D | +8.1% | -1.6% | +9.7% | +8.9% |
| 30D | -6.9% | +6.7% | -13.5% | -10.4% |
| 3M | -5.1% | +5.9% | -11.0% | -8.6% |
| 6M | -5.7% | +5.1% | -10.8% | -9.2% |
| YTD | +18.1% | +32.9% | -14.8% | +0.3% |
| 1Y | +18.4% | +31.8% | -13.4% | +0.8% |
| 3Y | +122.7% | +47.4% | +75.3% | +72.5% |
| 5Y | +202.0% | +50.8% | +151.2% | +122.1% |
| 10Y | +283.8% | -5.1% | +288.9% | +231.9% |
| All | +1,166.7% | +214.2% | +952.5% | +414.9% |
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