+95.0%
GWW vs BUD
+47.9%
+47.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +3.7% | -1.6% | +5.3% | +3.9% |
| 30D | +13.6% | +6.7% | +6.9% | +12.6% |
| 3M | +15.4% | +5.9% | +9.5% | +14.4% |
| 6M | +21.8% | +5.1% | +16.7% | +20.7% |
| YTD | +50.0% | +32.9% | +17.2% | +43.0% |
| 1Y | +60.2% | +31.8% | +28.4% | +52.7% |
| All | +95.0% | +47.9% | +47.1% | +76.2% |
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