+331.5%
CDW vs BUD
-4.3%
+335.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.5% |
| 7D | +13.1% | +6.0% | +7.0% | +10.9% |
| 30D | +19.1% | +11.3% | +7.8% | +14.7% |
| 3M | +24.7% | +3.6% | +21.2% | +23.0% |
| 6M | +63.4% | +7.7% | +55.6% | +58.6% |
| YTD | +26.3% | +36.4% | -10.0% | +11.6% |
| 1Y | +20.6% | +37.8% | -17.3% | +6.0% |
| 3Y | -16.3% | +51.2% | -67.6% | -30.4% |
| 5Y | -3.9% | +53.4% | -57.3% | -22.2% |
| 10Y | +331.5% | -3.2% | +334.7% | +264.0% |
| All | +331.5% | -4.3% | +335.8% | +264.0% |
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