-3.7%
CDW vs BUD
+51.6%
-55.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +9.3% | +1.0% | +8.3% | +9.0% |
| 30D | +14.4% | +6.7% | +7.7% | +12.3% |
| 3M | +21.4% | +5.7% | +15.7% | +19.5% |
| 6M | +72.8% | +5.8% | +67.0% | +69.7% |
| YTD | +28.0% | +34.4% | -6.4% | +16.3% |
| 1Y | +19.3% | +33.3% | -13.9% | +8.7% |
| 3Y | -15.3% | +48.8% | -64.1% | -26.8% |
| All | -3.7% | +51.6% | -55.3% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling