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Annual Investment Returns Comparison
Finance & Banking Analytics
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About
This dataset provides a focused analysis of the annual stock performance of Berkshire Hathaway, a prominent investment conglomerate, juxtaposed against the market benchmark, the S&P 500. It offers valuable insights into how Berkshire's per-share market value has changed annually compared to the broader market index, inclusive of dividends. This makes it suitable for understanding historical investment performance and market trends.
Columns
- Year: Represents the specific year for which the performance data is recorded.
- Annual Percentage Change in Per-Share Market Value of Berkshire: Details the yearly percentage alteration in the market value per share of Berkshire Hathaway.
- Annual Percentage Change in Per-Share Market Value of Berkshire (in pct): A re-formatted representation of the annual percentage change for Berkshire Hathaway's per-share market value.
- Annual Percentage Change in S&P 500 with Dividends Included: Shows the annual percentage change in the S&P 500 market index, incorporating the impact of dividends.
- Annual Percentage Change in S&P 500 with Dividends Included (in pct): A re-formatted representation of the annual percentage change for the S&P 500, including dividends.
Distribution
The dataset is presented in a tabular format, typically suited for formats like CSV. While a precise total number of rows or records is not explicitly stated, meta-information about value ranges suggests there are approximately 58 data points for certain financial metrics. The exact overall size and row count for the entire dataset are not detailed.
Usage
This dataset is ideal for various applications, including:
- Financial Performance Tracking: Monitoring and analysing the historical performance of a significant investment entity.
- Market Comparison: Benchmarking Berkshire Hathaway's returns against a widely recognised market index.
- Historical Investment Analysis: Studying long-term trends in stock performance and market fluctuations.
- Educational Purposes: Illustrating concepts of value investing and market indexing.
Coverage
The dataset includes specific annual data, with 1965 featured in the provided samples. While the sample only highlights this single year, the structure implies a time series covering multiple years, allowing for historical analysis of performance trends. The geographic scope is implicitly the US market, given the inclusion of the S&P 500 index.
License
CC-BY-NC
Who Can Use It
This dataset is valuable for:
- Financial Analysts: To conduct comparative studies of investment strategies and market benchmarks.
- Investors: For insights into historical returns of a major holding company versus the market.
- Data Scientists: For projects involving time-series analysis of financial data.
- Academic Researchers: For studies on market efficiency, investment theory, or long-term wealth creation.
Dataset Name Suggestions
- Berkshire Hathaway vs S&P 500 Performance
- BH Stock Market Analysis
- Annual Investment Returns Comparison
- Berkshire Hathaway Index Tracking
Attributes
Original Data Source: Warren Buffet letters to Investors (1977 - 2021)
QUALITY