+319.5%
CDW vs BUD
-8.7%
+328.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.4% |
| 7D | +9.3% | +1.3% | +8.0% | +8.8% |
| 30D | +15.8% | +10.0% | +5.7% | +11.9% |
| 3M | +21.8% | +1.6% | +20.2% | +20.9% |
| 6M | +58.8% | +6.5% | +52.3% | +54.7% |
| YTD | +22.8% | +34.8% | -12.1% | +8.9% |
| 1Y | +17.9% | +36.5% | -18.6% | +4.0% |
| 3Y | -17.4% | +49.0% | -66.4% | -31.0% |
| 5Y | -5.7% | +51.7% | -57.4% | -23.4% |
| 10Y | +319.5% | -7.5% | +327.0% | +251.1% |
| All | +319.5% | -8.7% | +328.2% | +251.1% |
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