+863.2%
CDW vs BUD
+19.5%
+843.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +3.2% | +0.3% | +2.9% | +3.1% |
| 30D | +9.3% | -5.7% | +15.0% | +11.5% |
| 3M | +9.8% | +3.1% | +6.7% | +8.4% |
| 6M | +23.3% | +7.9% | +15.5% | +19.0% |
| YTD | +13.7% | +27.3% | -13.7% | +2.9% |
| 1Y | -6.5% | +37.8% | -44.3% | -17.9% |
| 3Y | -25.2% | +49.8% | -75.1% | -37.8% |
| 5Y | -19.5% | +43.8% | -63.3% | -33.3% |
| 10Y | +285.8% | -22.6% | +308.4% | +262.4% |
| All | +863.2% | +19.5% | +843.7% | +710.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling