+27.2%
GWW vs BUD
+34.7%
-7.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.6% |
| 7D | -3.4% | -2.6% | -0.7% | -3.0% |
| 30D | -1.9% | -1.2% | -0.7% | -1.7% |
| 3M | -2.4% | -4.9% | +2.5% | -1.8% |
| 6M | +15.7% | +9.3% | +6.5% | +12.0% |
| YTD | +27.6% | +24.0% | +3.6% | +15.7% |
| 1Y | +27.2% | +34.5% | -7.3% | +12.9% |
| All | +27.2% | +34.7% | -7.5% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling