+69.0%
BWA vs BUD
+44.4%
+24.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.0% |
| 7D | +0.1% | -1.3% | +1.4% | +0.4% |
| 30D | -5.6% | -6.1% | +0.6% | -4.1% |
| 3M | -10.7% | -3.8% | -6.9% | -10.0% |
| 6M | +23.2% | +8.2% | +15.0% | +20.0% |
| YTD | +46.0% | +23.6% | +22.4% | +38.7% |
| 1Y | +51.2% | +33.4% | +17.7% | +41.5% |
| All | +69.0% | +44.4% | +24.5% | +53.3% |
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 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