+96.7%
BWA vs BUD
-3.2%
+99.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.4% |
| 7D | +7.3% | -1.6% | +8.9% | +8.0% |
| 30D | -15.8% | +6.7% | -22.5% | -18.5% |
| 3M | -25.7% | +5.9% | -31.6% | -28.1% |
| 6M | -19.6% | +5.1% | -24.7% | -22.3% |
| YTD | +14.1% | +32.9% | -18.8% | -0.9% |
| 1Y | +12.2% | +31.8% | -19.7% | -2.2% |
| 3Y | +63.8% | +47.4% | +16.5% | +31.9% |
| 5Y | +28.7% | +50.8% | -22.1% | +0.7% |
| All | +96.7% | -3.2% | +99.9% | +65.2% |
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