-14.6%
CDW vs BUD
+48.3%
-62.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.5% | +2.5% |
| 7D | +2.6% | +0.5% | +2.1% | +2.5% |
| 30D | +20.4% | +7.4% | +13.0% | +19.1% |
| 3M | +28.5% | +4.3% | +24.2% | +27.6% |
| 6M | +70.6% | +5.3% | +65.3% | +69.1% |
| YTD | +29.1% | +33.2% | -4.2% | +22.2% |
| 1Y | +23.8% | +31.8% | -8.0% | +17.4% |
| All | -14.6% | +48.3% | -62.9% | -23.9% |
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