+68.0%
ACWI vs BUD
+46.3%
+21.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | +0.9% | -5.7% | +6.5% | +2.5% |
| 3M | +2.4% | +3.1% | -0.7% | +1.2% |
| 6M | +12.4% | +7.9% | +4.5% | +9.3% |
| YTD | +15.2% | +27.3% | -12.2% | +6.3% |
| 1Y | +22.7% | +37.8% | -15.1% | +10.3% |
| 3Y | +75.8% | +49.8% | +25.9% | +49.9% |
| All | +68.0% | +46.3% | +21.6% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling