+557.4%
GWW vs BUD
-22.8%
+580.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -3.1% | -3.2% | +0.1% | -2.4% |
| 30D | -2.3% | -3.7% | +1.3% | -1.4% |
| 3M | -3.3% | -4.4% | +1.1% | -2.4% |
| 6M | +15.4% | +7.7% | +7.7% | +12.6% |
| YTD | +26.7% | +23.1% | +3.7% | +19.3% |
| 1Y | +29.0% | +33.6% | -4.7% | +18.7% |
| 3Y | +89.0% | +44.7% | +44.3% | +67.3% |
| 5Y | +221.8% | +44.9% | +176.8% | +178.5% |
| All | +557.4% | -22.8% | +580.2% | +467.1% |
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