+70.6%
ACWI vs BUD
+51.6%
+19.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.6% | -4.1% |
| 7D | -4.0% | +7.1% | -11.2% | -5.1% |
| 30D | -5.8% | +12.7% | -18.5% | -7.8% |
| 3M | -5.0% | 0.0% | -5.1% | -5.1% |
| 6M | +0.7% | +7.6% | -6.9% | -0.9% |
| YTD | +8.4% | +35.0% | -26.6% | +2.0% |
| 1Y | +10.1% | +37.6% | -27.4% | +3.1% |
| All | +70.6% | +51.6% | +19.1% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling