+216.7%
ACWI vs BUD
-9.0%
+225.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.4% |
| 7D | -2.4% | +4.5% | -6.8% | -3.8% |
| 30D | -5.2% | +12.5% | -17.7% | -8.9% |
| 3M | -4.8% | 0.0% | -4.8% | -5.2% |
| 6M | -1.3% | +3.8% | -5.1% | -3.1% |
| YTD | +8.4% | +33.1% | -24.7% | -2.2% |
| 1Y | +11.0% | +35.5% | -24.5% | -0.6% |
| 3Y | +70.6% | +49.4% | +21.2% | +45.1% |
| 5Y | +55.3% | +48.0% | +7.3% | +30.4% |
| All | +216.7% | -9.0% | +225.7% | +180.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling