+221.6%
ACWI vs BUD
-4.3%
+225.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.8% |
| 7D | -0.2% | +6.0% | -6.2% | -2.0% |
| 30D | -3.3% | +11.3% | -14.6% | -6.7% |
| 3M | -3.4% | +3.6% | -7.0% | -4.8% |
| 6M | +0.8% | +7.7% | -6.9% | -2.2% |
| YTD | +10.7% | +36.4% | -25.7% | -0.9% |
| 1Y | +11.6% | +37.8% | -26.2% | -0.6% |
| 3Y | +73.4% | +51.2% | +22.1% | +47.0% |
| 5Y | +60.2% | +53.4% | +6.8% | +32.9% |
| 10Y | +221.6% | -3.2% | +224.8% | +181.4% |
| All | +221.6% | -4.3% | +225.9% | +181.4% |
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 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