+130.8%
WMT vs BUD
+44.7%
+86.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.1% |
| 7D | -0.2% | -1.3% | +1.1% | 0.0% |
| 30D | -5.8% | -6.1% | +0.3% | -4.9% |
| 3M | -10.8% | -3.8% | -7.0% | -10.3% |
| 6M | -14.3% | +8.2% | -22.5% | -15.6% |
| YTD | -4.4% | +23.6% | -28.0% | -7.3% |
| 1Y | +4.3% | +33.4% | -29.1% | +0.2% |
| 3Y | +100.1% | +45.3% | +54.7% | +88.2% |
| 5Y | +130.8% | +44.3% | +86.6% | +114.5% |
| All | +130.8% | +44.7% | +86.1% | +114.5% |
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