+842.6%
WMT vs BUD
+201.1%
+641.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | +3.9% | +0.3% | +3.7% | +3.9% |
| 30D | -4.4% | -5.7% | +1.3% | -3.5% |
| 3M | -8.8% | +3.1% | -11.9% | -9.3% |
| 6M | -15.6% | +7.9% | -23.5% | -16.9% |
| YTD | -3.2% | +27.3% | -30.6% | -7.1% |
| 1Y | +7.0% | +37.8% | -30.8% | +1.3% |
| 3Y | +105.3% | +49.8% | +55.5% | +89.9% |
| 5Y | +129.3% | +43.8% | +85.4% | +111.3% |
| 10Y | +423.9% | -22.6% | +446.6% | +433.5% |
| All | +842.6% | +201.1% | +641.5% | +645.4% |
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